Sophisticated financial advice, delivered with simplicity.
I’m a retirement income planner, and I work on helping to make sure my clients’ income is always sufficient to maintain their dignity and independence in retirement.
My primary focus is on solving the retirement income problem. I believe that the two key drivers to investment success are (i) creating a long-term financial strategy and (ii) disciplined behavior to follow the plan in up and down markets.
I have more than 30 years of Wall Street experience, which has included a variety of roles at investment banks in various aspects of the capital markets. As I enter my final chapter on Wall Street as a financial advisor, I am synthesizing all my knowledge and experience by working closely with successful people to help them navigate the financial implications of life transitions.
I ‘m a 1986 graduate of Boston College with a B.S. in Finance.
I am also the proud father of identical twin boys and for many years was involved in coaching both youth baseball and basketball teams in Williamsburg, VA.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
