My mission is to help you and your family save time and energy by taking on the financial issues you may not have the time to pursue so you can focus on the people and priorities you value most. I look beyond your investments to provide wealth management advice and guidance to help preserve your wealth and build your legacy for generations to come.
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.
