Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I am a Financial Advisor, partner of the KBM Group which has over 70 years of experience. Born in France and raised in Brazil, I returned to Paris where I earned an undergraduate degree in Business and Marketing followed by a postgraduate degree in International Trade Practices, Business Law and Foreign Languages. Preceding Merrill, I managed a retail store in Chicago while raising our three children, Jared, Margot and Jason with my husband, Steve.
I am driven by my passion for delivering excellent service and helping clients pursue their goals. You should consider working with me because I am part of a team who has developed the insight to guide our clients through all types of market conditions that only decades of experience can bring. We leverage each team member areas of focus to provide you with a family office like experience, to guide you in all aspects of your financial life and help ensure you have one advisor for everything you need. We feel that you will be rewarded by our extra effort, diversity of talent, capital markets knowledge, experience and commitment to guiding you to reach your financial goals. Our access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address various aspects of clients' financial lives.
Currently, I am serving as the Monterey Bay Market Community Volunteer Leader for Bank of America.
English, French, Portuguese & Spanish
University of Paris
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
Senior 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.