Blake focuses on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs. He provides access to the investment insights of Merrill and banking convenience of Bank of America to help address all aspects of clients' financial lives.He is driven by a passion for delivering excellent customer service and helping clients pursue their financial goals. Coaching clients to maximize the resources they have to create the life they want for themselves and their family is his personal motto.With more than a decade of professional experience spanning investment banking, private equity and corporate finance, Blake joined Merrill in 2017, and today focuses on serving individuals, families, and business owners. His background working with start-ups and corporate businesses alike gives him a unique perspective into capital markets. By balancing a focus on the future with understanding the ever-changing market landscape, he helps to ensure every strategy is grounded in what each client wants to achieve.With a dual Bachelor of Science in Finance and Economics from the Robert H. Smith School of Business at the University of Maryland, Blake believes in taking an educational approach to client service. Blake holds FINRA Series 7 and 66 registrations and the Chartered Retirement Planning Counselor™, CRPC™ designation.Originally from Baltimore, Blake lives in Falls Church, VA, with his wife Meghann and dog Tux. He enjoys skiing, travel, live music, cooking— and is a tormented Maryland sports fan.