Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our team focuses on a limited number of high-net worth families, endowments, and private family foundations nationwide. We value our client relationships and are committed to providing objective, customized strategies and exceptional personalized service.
We recognize that our clients have different goals and objectives and we believe this should be reflected in a personalized investment policy detailing risk parameters and time horizon. Our advice encompasses asset management, liability management, estate preservation, philanthropic planning and next generation education.
We work closely with our clients’ attorneys, accountants and other advisors so we may provide a disciplined, goals-based wealth management process, that has flexibility to adapt to an ever changing economic environment. Our goals based approach enables clients to measure their progress in meeting their personal goals, not just beating benchmarks.
In practice, our philosophy creates long term relationships that span market cycles and generations.
We begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing financial strategies to help you pursue your passions, or providing advice and guidance to help you stay informed, we start by listening to learn more about you.
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and help you refine your investing preferences. By gaining a deeper understanding of how you think and feel about investing, through this assessment we can customize financial strategies together. Using an understanding of your priorities and investment personality as a foundation, we help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. We’re here to help clients answer questions like “How can I grow and preserve my assets?” and “How can I expand or transition my business?”. We can transform your charitable desires into meaningful action, provide custom lending enabling you to pursue the things you love, and help develop your wealth transfer strategy to help ensure assets are distributed and used as you intend.
Our ability to provide access to the investment insights of Merrill, as well as banking from Bank of America, and trust and fiduciary services from Bank of America Private Bank offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Financial Times –“Top 400 Financial Advisers” 2015- 2016
Barron’s “Top 100 Women Financial Advisors” 2009-2019
Forbes’ “America’s Top Women Wealth Advisors” 2018- 2019
Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2009- 2019
Forbes “Best-in-State Wealth Advisors” 2018- 2019
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Supported by the global resources of Merrill, our 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.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
Our experts examine the forces that are changing the world – and how they may impact your life
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.