Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My approach to wealth management is consultative and committed to excellence. I continuously strive to work actively with flexibility to bring the financial advice and guidance that the most affluent have used to acquire, grow and maintain their wealth for generations. As Charlie Merrill used to say, "...to bring Wall Street to Main Street."
First, I take the time to understand your life: your financial situations, your preferences and goals, including time horizon, liquidity needs and risk tolerance. Second, I recommend a financial strategy designed especially for you; a strategy to help pursue your income and growth objectives. Third, once a strategy is adopted and implemented, I follow up regularly with discussions covering a wide range of services including cash management, financing, lending, estate guidance and retirement planning.
I joined Merrill Lynch in 2016 after a satisfying career in the non-profit sector in California, Tennessee and Ohio. As a senior-level, non-profit executive, I was responsible for all aspects of organizational leadership and management including investment portfolio oversight, budget & finance, and annual, major & special event fundraising campaigns. My interest in nurturing and growing a new generation of philanthroprenuer inspires me to focus a niche aspect of my business on social impact investing. Impact investing is a way to align a client’s investments with an environmental or social purpose; a way to create positive changes in the world while staying on track to pursue the client’s financial goals.
A native of San Francisco, California, I graduated from USC with a Master of Public Administration degree and from UC Davis with a Bachelor of Arts degree in History. I also earned a Master of Arts degree from Hebrew Union College in Los Angeles. I hold the Series 7 and 66 FINRA registrations and a California Insurance License.
University of Southern California
University of California at Davis
Hebrew Union College-Jewish Institute of Religion
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Sr Structured Credit Exec-R
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.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.