Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Helping you achieve financial success is my first priority.
I am fortunate to be involved in a career that helps me bring a sense of financial satisfaction to my clients.
I strive to accomplish this by:
•Helping them attain their goal of financial freedom
•Imparting my knowledge and experience of the financial markets
•Sharing my passion for the financial markets
•Cultivating long-term relationships along the way
I grew up in Beverly Hills and worked as a 4th generation jeweler and gemologist in the family's business in Beverly Hills. This experience led me to learn the monetary worth of precious stones and the true value of a dollar. Our clients trusted me to help them with their most expensive investments.
At the University of California, Santa Barbara I earned a double major in three years in Philosophy and Spanish. Studying the great philosophers led me to ponder the deepest questions of life. I have been working in the Financial Services Industry for over 10 years and joined Merrill Lynch in May 2016. Now, as a Senior Financial Advisor, I help my clients address their deepest concerns.
My clients appreciate the attention they receive, but most importantly, the difference I strive to make in every aspect of their lives. My work philosophy has led me to meet successful people from all walks of life...I would welcome the opportunity to meet you.
Merrill Lynch Life Agency California License Number 0522776
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Gemological Institute of America
University of California, Santa Barbara
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.