Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
If you'd rather plan your next round of funding, product launch or marketing campaign than plan your own finances... then let's talk! 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 and moved to the United States in 1996. 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.
Prior to my career in wealth management, I was an NCAA and NAIA Head Men’s Soccer Coach and soccer business owner. I am the Assistant Men's Soccer Coach for a local Jewish high school team 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 firstname.lastname@example.org, call me at (310) 858 4642 or we can jump on a 15 minute Webex together.
University Of Aberdeen
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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.
Retirement Plan Specialist
Wealth Management Banking Specialist
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 periodically 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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
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.
We put you first, every day.
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.
We will work to help you stay on track, regardless of what the markets are doing.