Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
I am a Southern California native with diverse background that ranges from 15 years in the music business, to Financial Services. I was previously an Advisor at Northwestern Mutual, and Prudential, but knew I wanted to eventually work at a firm that was a leader in Wealth Management and Planning. A graduate from USC, with a Bachelor of Science in Music Industry, I focus on helping individuals, businesses, entrepreneurs, families, retirees, and small business owners by using Goals Based Planning.
If I am not studying the market, and global economic trends, you can find me playing with my two young kids. My spare time is spent with my family, volunteering in the community, playing guitar, and collecting music. I trained in Krav Maga and come from a family of Art Dealers. I hold the FINRA Series 6, 7, 63, and 65 registrations. I also received the Merrill Lynch Rookie of Year Award for the Beverly Hills Branch. In addition I have an NMLS and CA Life & Health licenses.
When asked what I love about this business, it's meeting and connecting with good people. Helping people navigate the complex world of the markets and finance. It can be daunting for someone to do this on their own. Earning their trust, and then doing right by them is what I truly love.
*Lending Services are through Bank of America, N.A. NMLS#1811370
Merrill Life Agency's California License Number 0522776
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with Adat Ari El. Please contact us to learn more about how we work to make a positive impact on your financial life.
University of Southern California (U.S.C.)
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Investment Advisory Specialist
Wealth Management Banking Specialist
January 20th, 2021|12:21 PM
January 28th, 2021
January 19th, 2021
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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We will work to help you stay on track, regardless of what the markets are doing.
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