Our primary focus is assisting you and your family grow, preserve, distribute, and transfer wealth. In support of this process, every member of the team works to deliver the care and comfort you desire and deserve, and in doing so provide you with the level of knowledge and attentiveness needed to guide you through the inevitable changes that occur in life.
Using the global resources of Merrill Lynch Wealth Management, we’ll place you at the center of the wealth management process as we work together to design personalized goals-based financial strategies to help you reach the financial and life goals that matter most today with the ability to adapt as they change.
Based in Brentwood, Tennessee and assisting clients throughout the United States, we look forward to the opportunity to serve you.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
