Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
We advise entrepreneurs and business owners at multiple points in their professional lifecycles. Some are actively building their businesses, others anticipate liquidity events, and still others have recently sold or transferred their businesses. We understand the demands and challenges that entrepreneurs face for their time and attention. Our value lies in making their lives easier and simpler – prioritizing the issues they need to tackle, streamlining their decision points, and allowing them to focus on their most important financial asset: their businesses.
We connect clients to an extensive range of resources and opportunities across the Bank of America – Merrill Lynch enterprise, directing cohesive strategies and tactics across multiple lines of business:
We’ve been privileged to work with multiple generations of families for many years. Each family is unique, with its own interests, concerns, and long-term aspirations. Our outreach is firmly grounded in the distinctive circumstances of each relationship. We begin with discovery—discussing a family’s preferences, risk tolerance, cash-flow needs, spending habits, charitable inclinations, and wealth transfer objectives. We then synthesize this information into cohesive and workable strategies that seek to advance a family’s long-term objectives. Planning is the foundation of our work, laying the groundwork for purposeful initiatives:
There are many uncertainties in life and in the financial markets. As advisors, we believe in controlling the controllable to enhance the well-being of our clients. We are fee- and tax-sensitive, designing portfolios that reflect each client’s preferences, risk parameters, and timelines. We believe strongly in diversification, harnessing a range of asset classes and instruments, including ETFs, fixed income investments, alternative investments, socially conscious investments, and other investment vehicles, as appropriate.
We also look to connect clients to the best resources at their disposal. We’re experienced in identifying and leveraging talent, wherever it is housed. We work closely with a client’s external tax and legal advisors, maintaining regular communication and active collaboration. We also rely on an extensive network of in-house specialists at Merrill Lynch and Bank of America, facilitating singular approaches to the opportunities and challenges that significant wealth can entail.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Supported by the global resources of Merrill, our group 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.
Senior Wealth Management Lending Officer, NMLS #637498
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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, we can help you create a financial strategy that reflects your personality. Only then can we 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.