Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch financial advisor, I focus on developing financial strategies for high-net-worth individuals, families, and business owners.
I work closely with clients, building relationships and getting a clear understanding of their personal and financial goals. We discuss their current situation, future objectives and any concerns. Based on these discussions, I help them create customized investment strategies.
I pride myself on following a disciplined, goals-based wealth management process that is built on investment principles but has the flexibility to adapt to a rapidly changing economic climate. My goals-based approach and strategies give clients the opportunity to measure their progress in the context of addressing their goals, not just beating benchmarks.
I keep in close touch with clients, making sure that we meet and discuss life changes and help to ensure that their financial strategy remains aligned with their goals—adjusting if necessary.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Families Forward Learning Center and The Aneurysm and AVM Foundation . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
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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.