Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
101 California Street
San Francisco, CA 94111
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Charles graduated from the University of Dayton with a BA degree in business in 1978 with a minor in theatre. He began his career at Merrill Lynch in 1979 and is now in his 39th year. As a Vice President and Wealth Management Advisor, Charles has come to understand the importance of working with clients to help them truly identify their life goals. He takes the time to listen, ask questions and empathize in order to truly understand what is important to each client
After time spent identifying each client’s priorities for their lives, he employs a holistic approach to help clients realize each goal. Charles works closely with his clients, other trusted advisors and Merrill Lynch specialists to deliver effective, consistent advice. In addition to providing traditional advice and guidance, He helps clients pursue their objectives by building and managing strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
He believes that his experience and integrity, combined with his access to the vast resources at Merrill Lynch Wealth Management, form the cornerstone of client relationships and satisfaction. His experience, which has been broadened through many market conditions, is a focal point for individuals and families seeking a balanced, goals-based wealth management approach. He believes that wealth should be managed to help achieve outcomes that are personally meaningful to each client
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Dayton
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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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 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.