With 28 years in the financial services industry, George joined Merrill Lynch Wealth Management in 2022 and today focuses on serving Families and business owners. He received his bachelor's degree in Economics from the University of Massachusetts in 1991 and his MBA in Finance from Columbia University in 1994.
*George does not provide legal advice in his current role with Merrill.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
