Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
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.
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.
Sports and Recreation
Health and Fitness
Agriculture and Environment
Animals and Wildlife
Small Business Owners and Entrepreneurs
San Diego State University
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.
Wealth Strategist
Merrill
Associate Investment Advisory Specialist
Merrill
Wealth Management Banking Specialist
Merrill
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.
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.