Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My first priority is to offer personalized concierge level service to my select group of clients and families for all of their financial needs. The foundation of this service is a detailed analysis of my client’s sometimes complex financial lives by taking inventory of all aspects of their assets and liabilities. I then utilize a goals based plan unique to each client situation, resulting in a simplified financial overview and plan.
My goal for clients is clear, I simplify and I serve.
The resources of Merrill Lynch enable us to be our clients single point of contact for all of their financial needs with personalized planning, investing, banking and lending for both personal and business needs.
The client experience is paramount for my team. Preparation and focus enable us to engage our clients on the most personalized level with consistent and clear communication. This client specific approach releases the burden and complexity of life’s many financial matters to us. Ultimately, my clients can focus on what they truly care about.
Custom services for my clients include:
• Advanced estate planning services considering retirement, legacy, charity, and gifting
• Corporate benefit programs, including equity compensation, defined benefit, defined contribution and non-qualified deferred compensation plans
• Pre-liquidity planning for business owners and entrepreneurs
Learn more about the highly engaging podcast series from Merrill Lynch
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 Lending Officer, NMLS #453604
Sr Structured Credit Exec-R
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.