My value is being valuable to clients – financially, professionally and emotionally. As a responsive "problem solver" who relentlessly perseveres, I'm an advisor who makes things happen and gets things done. I'm also a former entrepreneur and tech executive who is a resourceful mother of five.Today, my clients live in Boston, New York, Florida and across New England. Many are women in transition, blended families and multiple generations whom I help agree on next steps, despite bumps in the road. I also ask "tough questions" that a second marriage or wealthy family may find difficult to answer. "What's the true purpose of your money? What wisdom do you want to pass along, besides your wealth?"Above all, I am a "student of family dynamics" and the underlying challenges clients don't often express. It is critical that I connect with clients in ways that a previous advisor may not have. I also connect clients with people in their communities who can help them ease a burden or enhance their lifestyle.
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.