The LaGrange Team
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The LaGrange Team believes that good relationships are built through teamwork and involvement delivered through our advisors and wealth management. With access to the global investment capabilities of Merrill and the banking convenience of Bank of America, we want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered by The LaGrange Team through every step of your financial planning process.
CFP®, CPFA™, CRPC™
CEPA®, CPWA®
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.
