Years ago, my daughter and I were walking through the Smoky Mountains and we came to a wooden bridge. I told her to hold my hand as we crossed the bridge, and she replied, "No daddy, you hold my hand." I asked her "Why?" and she replied "If I get scared and I'm holding your hand I might forget and let go. But I know you'll never let go."
When people ask what makes me different, I often reference the story with my daughter. To my clients, I serve as a guide that is going to work with them across the bridge to their financial future. Even when times get tough and scary, and they want to let go, I am here holding on.
All relationships begin with a conversation, and it would be my pleasure to get to know you.
Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.
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.
