I believe what families really need is to work with professionals to help them plan and manage all aspects of their finances and investments. The days of a needing a stock broker are long gone. I believe a client should seek out advice from a financial professional who has chosen to hold their self to a higher standard. In practice, this means I do four important things for clients. Number one, I am their financial strategy planner, who is committed to fostering the outcomes for clients to do what matters in their lives. Number two, I strive to add convenience to their lives, helping to coordinate bill payment, credit cards, checking accounts, wealth structuring, lending, and so on*. Number three, I am their financial advisor and work to get them access to the best strategies, which ultimately provide the cash flow for their lifestyle. And number four, I am their friend and confident.
*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation
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.
