With more than a decade of experience in the financial service industry, I combine strategic insight with a truly client-first mindset to deliver tailored wealth management strategies for high-net-worth individuals. In my role as Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, I leverage the robust investment resources of Merrill alongside the expansive banking capabilities of Bank of America.
I pride myself on building genuine, long-term relationships and collaborating with my clients' other trusted professionals - including attorneys and accountants - to craft comprehensive strategies that are designed to address both immediate needs and future ambitions. Whether navigating complex financial decisions or planning for lasting success, my commitment is to empower you with the clarity and confidence necessary to help achieve your financial goals.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
