Helping clients build, manage, and preserve their wealth is what I do as a Financial Advisor with Merrill Lynch Wealth Management. Life is anything but linear, and when transitions occur in my clients' lives – whether they're planned or unplanned – I'm there to help them make sound financial decisions.
An appreciation for history, has shaped me as a financial advisor. With a degree in History from the University of Louisville, came respect for the ever-present changes we confront as a multi-cultural society and as unique individuals. While we may not be able to alter the course of events, we can face them with curiosity rather than indifference; courage rather than fear; and calmness rather than turmoil.
The foundation of all my client relationships is listening. Listening to understand, not judge my clients. Recognizing that emotions and feelings matter, and that each person is entitled to their own. My role is to provide a safe, confidential listening space for my clients to discuss often personal and sensitive issues about money and then, provide perspective and insights as to what can or cannot be done.
Balancing emotion and reason, I collaborate with my clients and my colleagues to develop appropriate solutions and strategies addressing the four cornerstones of wealth: Investments; Banking, Borrowing and Liability Management; Non-Portfolio Risk Management; and Trust and Estate Planning Services. My advice will always be objective, unbiased, cost-effective, and rendered with care, skill, and caution.
The only thing more important to me than my clients is my family. They serve as constant reminders of the impact that my work has on my clients and their families, now and for years to come.
For more information about how I may be able to help you pursue your financial goals, please contact me.
*Banking Services are through Bank of America, N.A.
*Trust, fiduciary, and investment management services[, including assets managed by the Specialty Asset Management Team,] are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
