We’re a team of next-gen women redefining wealth management with fresh perspective and personalized advice. Backed by the strength of Bank of America and the deep resources of Merrill, we help clients navigate life’s financial decisions with clarity, confidence, and a collaborative approach.
We understand the responsibility our relationship with you carries—to help you achieve the goals that matter most to you. The process begins with a conversation, building a foundation that allows us to understand your priorities, risk tolerance, time horizon, liquidity needs, goals and unique concerns. A disciplined investment approach is then offered, providing you with access to the investment insights of Merrill, the trust and fiduciary services from Bank of America Private Bank and the credit and lending solutions of Bank of America. As your life and the markets change, we will meet to track progress and adjust your approach as necessary.
AAMS™, AWMA™, CPFA®, CRPC™