As a Senior Vice President and Wealth Management Advisor with over 30 years of experience in the financial industry, I specialize in providing comprehensive wealth management services to high-net-worth individuals and families. Throughout my career, I have built a reputation for delivering customized financial strategies that help clients achieve their long-term goals and preserve their legacies. With deep acumen in portfolio management, estate planning services, tax optimization, and retirement strategies, I've successfully guided clients through diverse market conditions and evolving financial landscapes. I take pride in cultivating lasting relationships and offering the highest level of trust and integrity in every interaction. Having worked with some of the most sophisticated investors, I offer a broad spectrum of services including asset allocation, risk management, and succession planning. My approach blends deep industry knowledge with a commitment to personalized, client-first financial planning. I am passionate about staying ahead of market trends and continue to grow my knowledge to offer innovative strategies in a constantly changing financial environment. My commitment is to help ensure that each client's financial strategy aligns with their unique objectives, while navigating complexity with clarity and confidence. Let's connect if you're looking for a dedicated resource to help navigate the intricacies of wealth management and elevate your financial future.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.