Serving as a financial advisor, part of a dynamic group of financial professionals, with access to internal firm specialists, including a wealth management lending officer, a practice solutions business development officer, a commercial banking relationship manager, alternative investment, and retirement specialist, we help our clients make informed financial decisions through collaboration, commitment, and care.
Our typical clients include:• Business owners and entrepreneurs• Professionals, attorneys, health care practitioners, certified public accountants, and engineers• Management, executives, and board members of publicly traded companies*Banking Services are through Bank of America, N.A.*The Wealth Management Lending Officer does not offer investment advice, nor make recommendation on investment products.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment's investment objectives will be achieved.
As your Merrill advisor, I take the time to understand what's important to you so I can provide personalized financial strategies built around your priorities, risk tolerance, time horizon, liquidity needs and goals. Thoughtful advice and guidance is provided to help you achieve your goals, including those related to your preferred lifestyle and desire to secure a legacy that can last beyond your lifetime.
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.
