Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
I hold the Certified Divorce Financial Analyst® designation and I will help you navigate the financial complexities of divorce. As a financial advisor with Merrill Lynch Wealth Management in Beverly Hills, along with a team of firm specialists, I provide goals-based wealth management to entrepreneurs, business owners, executives and start ups.
I began my financial services career in 1990 in the United Kingdom. Living and working in Beverly Hills, California, I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of your financial life. Utilizing my 36 years of soccer coaching experience, I work with my clients putting together an overall strategic financial game plan, making tactical adjustments along the way in order to help them reach their financial goals.
Prior to my career in wealth management, I was an NCAA Head Men’s Soccer Coach and soccer business owner. I am the Assistant Men's Soccer Coach for Yeshiva University Los Angeles (YULA) high school and coach my two sons in the Beverly Hills Region of AYSO. When not coaching soccer, as an Advanced Referee, I enjoy adding to the 1200+ soccer games that I have refereed at all levels. I played soccer for the University of Illinois winning the National Collegiate Club Championship in 1988.
Let’s connect, whatever your personal goals may be. I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.
Email me at email@example.com, call me at (310) 858 4642 or we can jump on a 15 minute video call together.
University Of Aberdeen
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.
Wealth Management Banking Specialist
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.