I began working in the financial services industry in 2005 and joined Merrill Lynch Wealth Management in September 2013. As a Merrill Senior Financial Advisor, I want to help simplify the complexity in my clients’ financial lives by providing advice and guidance based on goals-based wealth management principles. I do this by listening to my clients to fully understand their current situation and future objectives as well as potential concerns. My service-focused approach, combined with our financial strategies, enables my clients to concentrate on their priorities at each stage of their lives. My goal is to become a trusted resource to each of my clients so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success.
I believe that my experience and integrity, combined with access to the broad investing resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America, form the cornerstone of client relationships and satisfaction.
Our areas of focus include mortgages, banking, investment management, financial education, and retirement planning. Whether you need pre-approval for a mortgage, to open a checking account or transfer money, buy a car or help with mobile banking apps, we will walk you through every step of the way to your goal.
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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.
My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children's educations; helping to ensure that your retirement lifestyle their and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family's long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
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.
