As Merrill Financial Advisors and representatives of a team of investment professionals with a history of delivering results, we implement a proprietary strategy for our clients. We pride ourselves on a wealth management process that is built on disciplined investment principles and capitalizes on our flexibility to quickly adapt to an ever-changing economic environment. Utilizing our performance-driven approach, combined with some of the best-in-class financial services provided by Merrill Lynch Wealth Management and the banking convenience of Bank of America, we aim to simplify the complexity in our clients’ financial lives, helping them pursue their life priorities with over 30 years of investment experience to guide us. At the heart of our philosophy is a commitment to providing outstanding service, performance excellence and client satisfaction. As your first point of contact, I am in a position to help you access the wealth of knowledge and extensive resources that our specialists at Merrill and Bank of America are poised to deliver.
Dennis earned the Certified Investment Management Analyst® designation, administered by the Investments & Wealth Institute™ as taught in conjunction with the MIT Sloan School of Management.
Following a deep-seated tradition at Merrill of participating in the communities we serve, and with roots in the islands going back four generations, Dennis enjoys spending time volunteering with various non-profit organizations here in Hawaii.
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.