We have built our team to respond to the needs of significant wealth. Our team operates as a small boutique-like group inside a global bank offering a suite of services, such as Wealth Planning, Investment Advisory Services and Personal Banking.
Our team is experienced in helping clients manage concentrated stock positions and deal with the challenges of important transition events such as retirement, inheritance or the sale of a business. With clients' permission, we work closely with their attorneys, accountants and other advisors to help coordinate their financial and legacy strategies.
*Banking Services are through Bank of America, N.A.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CFP®
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.
