Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Our team is comprised of talented and experienced advisors committed to building strong client relationships based on trust and personalized service.
Please scroll down for more information on our team and market updates.
We want to help our clients experience an intimate relationship with our team, while capitalizing on the breadth of capabilities within a global bank, financial institution, and asset management company.
We offer a family-office-like service to our clients, including:
1. Wealth Management Planner – As your personal financial advisor, we use a financial plan to articulate how each financial decision impacts your overall financial security. We focus on positive outcomes to what matters most to your family: education of future generations, buying a second home, investing in other businesses, and managing retirement cash flow and risk management.
2. Personal Banker – We can facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc. We are a one-stop destination for your banking and investment management needs.
3. Investment Advisory Services – By having a clear understanding of your financial goals, our focus is to help secure, improve and preserve your investment assets, while managing your risk through an appropriate asset allocation and diversified portfolio. We use some of the best money managers. We are fortunate to have clients living throughout the USA, so you can be assured that you have a financial advisor near you.
4. Liability Management – We can manage both sides of your balance sheet. With the backing of Bank of America and our lending division, we are a first class lender for your mortgage, home equity lines of credit, or securities based lending on your investments.
5. Philanthropic Consultant – We assist families in their philanthropic pursuits to establish a family legacy, as well as, invest in the charitable causes that are most important to you.
In summary, our clients become our friends over time. We feel that our experience, education and CRPC and CFP professional designations, combined with our decades of work experience, can deliver to your family a customized financial plan that will weather the volatile markets. We are steadfast in our commitment and passion to help our clients reach their goals. We provide the most salient advice and take great pride in celebrating your life events and accomplishments of your goals. Act now! Please reach out to our team for a confidential discussion about your wealth plan, asset management, review of your portfolio, and retirement, estate, and legacy planning strategies.
Life is always changing and growing more complex. In the same way, your priorities and needs around your family, work, health and home are always evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situation can be helpful. Even if you’re accustomed to managing your finances on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where you are in life.
An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.
Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.
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 potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
It is important to know exactly where you are with your finances, where you plan to go, and how much you may need to help get you there. Drawing on Merrill’s investing insights and with access to Bank of America’s credit and lending solutions, we can offer you a comprehensive, personalized plan to help you pursue your goals. We will provide transparency on what you’re paying for and what you’re getting, as well as potential opportunities and risks. Understanding that life needs and market conditions can change, we will meet with you, as necessary, to help make sure your strategy remains on track to pursue your goals and adjust your approach for the journey ahead, as needed.
The broad investing resources of Merrill provide you with access to potential strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions. In addition to traditional and alternative investments and wealth transfer solutions through Merrill, you have access to estate planning services from Bank of America. As your single point of contact we can connect with key professionals in your life, working closely with your outside advisors, such as attorneys, accountants and elder care specialists.
DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
We will help you organize your financial life to achieve what’s most important to you and your family.
Take charge of your financial future with a plan that is all about you.
My team and I will help you fulfill your vision for your family's financial future.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2021, 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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
Alternative Investments Regional Specialist
Bank of America, N.A.
Associate Investment Advisory Specialist
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
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.