Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
After working for a dozen years in the financial industry—nine years with Bank of the West and three years with SGC—I made a career decision. I decided to move to Merrill Lynch Wealth Management. Why the change? I felt strongly that Merrill offered me everything I was looking for in a long-term career in which I could help clients pursue their financial objectives and dreams—including a goals-based wealth management process, access to global resources, current (and future) technology, and services that I believe could enhance the ability of clients to pursue what matters most to them.
I think of myself as someone who understands the demands and complexities of wealth…and I’m convinced that no matter how much money a client may have, putting a retirement plan in place is one of the most important things I can help an individual to do, while working with that client on an overall financial strategy. I believe that once I have helped a client determine his or her lifetime cash flow needs, we can focus on the other pieces of that client’s financial life.
I think it’s important to really get to know a client’s risk tolerance, time horizon, liquidity needs and goals, and to pay close attention to both sides of that client’s balance sheet. My ability to offer goals-based wealth management services as well as access to the banking convenience of Bank of America, provides a way to help clients to integrate and manage all the pieces of their financial lives.
I have a BA degree with a major in English from Hobart and William Smith Colleges. I also have a Paralegal Certification from De Anza College. I give time and energy to my community in a number of ways including supporting many women and friends over the years through difficult divorces. Having experienced a divorce myself with very young children, it became a passion of mine to take care of women through difficult times. My desire to become a financial advisor and be a financial coach to women stems from my own trials in life and the rewarding experience of supporting and empowering women. I grew up in the Boston area and am the daughter of a successful investment banker. Two of my three siblings are investment bankers in NYC. My father Harry who grew up during the great depression instilled in me to always see the glass half full. I would like to share that inspiration and passion with my clients as we plan and navigate the future together.
Hobart & William Smith Colleges
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.
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.
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.