The 3 areas of focus for building a lasting client/advisor relationship are trust, transparency and communication. At the beginning of every encounter, the objective is to establish these three pillars that will ultimately lead to a long, successful relationship. Once established, we then focus on the goals and objectives for each individual and their family, then we leverage the vast tools and resources available at Merrill to assist our clients in accomplishing these goals. The Personal Wealth Analysis tool allows us to prioritize our client's goals and objectives, while integrating the strategies that we will utilize to accomplish their goals.
My team and I work with individuals and businesses to prioritize both short and long term investment goals and objectives. With a goals based wealth management approach, we assist with the design, implementation and review of a customized wealth management strategy that helps you and your family pursue your financial goals while managing investment risks.
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.
