Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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.
Using 35 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.
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 JV head 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, 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
Personalized advice, disciplined investing and ongoing review can make this a reality.
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.
Vice President, Retirement Plan Specialist
Wealth Management Lending Officer, NMLS #633121
Wealth Management Banking Specialist
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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.