Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
With 20 years of financial industry experience I focus on delivering a comprehensive approach by providing customized advice and guidance to a select group of corporate executives, business owners and affluent families in managing wealth. This begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Clients’ lifestyle needs, cash-flow requirements, and wealth preservation goals are the foundation of my work. I begin by asking what matters to the families I serve, and I never stop asking that question. Whether Wealth Management Planning, Asset & Liability Management, Insurance or Banking my access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I aspire every day to honor Charles Merrill’s commitment to putting clients’ interests first. I also strongly believe in giving back to the community in which we serve. This drives my interest in spending time volunteering with organizations in our community such as Rotary International, Temple Isaiah, Boy Scouts of America and the San Ramon Chamber of Commerce.
Rotary International – DVSR Rotary Club and Foundation - As a Rotarian, I follow the mantra of service above self and honor the 4 way test. I’m humbled to be the President for 2019-2020. I’m also a charter member of the DVSR Rotary Club, have formally served as President, Grant Chair and a sitting Board Member of the DVSR Rotary Club Foundation. I’m also a Paul Harris Fellow and Society Member.
Temple Isaiah - As a congregant of Temple Isaiah I’m pleased to serve on Temple Isaiah’s Finance & Budget Committee, Investment Commitee and a member of Anshei Isaiah.
Chamber of Commerce - I've had the privilege to have served on the San Ramon Chamber of Commerce Board of Directors for two terms. With my 6th and final year on the Executive Committee. I’m presently a member of the San Ramon and Pleasanton Chamber of Commerce.
Boy Scouts of America - Mt. Diablo Silverado Executive Council Board 2018 and a proud father of a Scout in Troop 834.
Allow me to demonstrate how my professionalism, value and service could benefit you and your family. Please feel free to contact me at your earliest convenience to schedule an introductory call at 925.227.6609.
Half Hollow Hills High School West
Nassau Community College
New England College
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.