Before I became a financial advisor, I led and later sold a family-owned newspaper business. That experience gave me deep insights into the financial challenges facing small business owners. I know what it means to weather tough economic times and make difficult decisions. And I'm committed to helping clients remain steady in pursuit of their wealth management objectives, through challenging times in the financial markets and their own lives.
I joined Merrill in 2019 with nearly 30 years of experience in the newspaper business, venture capital and public accounting*. I see myself as an entrepreneur within a large company, creating my own client-centered practice with access to the extensive resources of a respected financial services firm. As a mid-life career changer, I especially enjoy working with people who are making transitions in their own lives.
*Trip does not provide accounting services in his position at Merrill Lynch Wealth Management.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.
