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Merrill Lynch
Wealth Management
I serve individuals, families, and businesses as their catalyst for long-term financial security. My "Prosperity Process" is transparent, organized, and thorough so when new clients are introduced to the vast power of our enterprise, they have clear expectations and feel confident in their future with me at Merrill.
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Insights, observations, and ideas to help you in your pursuit of your financial goals.
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Profile
My history as an athlete and entrepreneur continues to drive my passion and motivation as a Merrill Financial Advisor. I have won national soccer championships, been the personal trainer for an Olympic gold medalist, and owned the largest sports performance facility in San Diego. My designations as a Chartered Retirement Planning Counselor™ and Sports & Entertainment Accredited Wealth Management Advisor™ have developed the “Prosperity Principles” I use with my Merrill clientele. It is the unique combination of these professional and personal experiences which afford me the character and skills to proactively optimize all areas of a client’s net worth and long-term financial independence.
As one of the largest and most decorated global financial firms, we at Merrill will support you during all stages of your life and throughout every type of market cycle by using advanced systems and intelligent research. As your Merrill Financial Advisor, I will be diligent in customizing each component of your financial portfolio through the tools and capabilities exclusively available within our enterprise. And most importantly, I will personally align your wealth strategies with your life goals. You can expect my "Prosperity Process" to focus on proactive communication, collaborative teamwork, maximized resources, and professional integrity.
I believe that we are all trying to pursue our own versions of financial freedom, and I love helping people shape what that means for them! For you, it could be making your retirement dream a reality, traveling while you are young and healthy, establishing a start-up or exit plan for your company, ensuring your family is not burdened by an unexpected event or your future elderly care, or giving to charitable causes that are important to you. I am easily accessible to you via email, phone, video call, and virtual screen share. Please reach out to introduce yourself and I will explain how my “Prosperity Proposal” starts with a complimentary consultation.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
Community
It is an integral part of the Merrill culture to be a positive influence in our communities. I am passionate about volunteering my time to support the following industries. If you have information about opportunities for me to participate with these types of local organizations and events, please call or email me.
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Sports and Recreation
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Health and Fitness
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Agriculture and Environment
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Animals and Wildlife
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Small Business Owners and Entrepreneurs
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EDUCATION
San Diego State University
Create a plan that is all about you.
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.
Additional Resources
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.
Joseph McCullough
Wealth Strategist
Merrill
Patrick Carpio
Associate Investment Advisory Specialist
Merrill
Diorvette McKenzie
Wealth Management Banking Specialist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
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Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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