Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch financial advisor, I focus on developing financial strategies for individuals and families as well as businesses and nonprofits. I strive to provide exceptional service to a clientele who are looking for help in both meeting their financial goals and planning for leaving a legacy to the individuals and causes they care the most about.
I work closely with clients to develop a clear understanding of their personal and financial goals. We discuss their current situation, future objectives and any concerns in order to create customized investment strategies. The variety of investment vehicles and resources available to my clients at Merrill Lynch helps to ensure that strategies and goals of all shapes and sizes are within reach.
Some of the ways I help clients strive for their goals include asset allocation strategies, education funding, retirement income planning, tax minimization strategies, and estate planning services. Investment strategies may include equities, fixed income, alternative investments, ETFs and other types of investments. In addition, I can offer clients access to banking, credit and lending from Bank of America, N.A.
I follow a disciplined, goals-based wealth management process, built on sound investment principles with the flexibility to adapt to a rapidly changing economic climate. This gives clients the opportunity to measure their progress in the context of addressing their goals.
I keep in close touch with clients, helping to make sure that we meet and discuss life changes to help ensure that their financial strategy remains aligned with their goals—adjusting as necessary. I look forward to getting to know you and helping you on the road to meeting your financial and life goals.|
Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
Senior Wealth Management Lending Officer NMLS # 18144
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. Let’s work together to help you achieve your goals.
As Merrill Lynch financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.