Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Competence, Integrity, Knowledge and Experience are the pillars of our team. These are the qualities an advisor should possess in order to be privileged to handle your financial affairs in the ever changing financial environment. Our wealth management team is relied on by clients and their families to provide them with sound, objective counsel. Our philosophy is simple, yet under-utilized in the industry, we ALWAYS put the client first.
Taking care of clients is the lifeblood of our team. Our confidential advice, guidance and service is focused on helping to simplify the lives of business owners who have gone through/or are going through an M&A event, high net worth families and corporate executives.
Our disciplined wealth management process is centered around providing a superior client experience. We work with each client to understand their goals. We then gain an intimate understanding of their overall financial picture, and work with the client to build a tailored financial strategy. Utilizing the consummate resources of Merrill Lynch Wealth Management and Bank of America, we provide clients with balance sheet management strategies and tax efficient investment planning. Every one of our relationships is customized to help clients focus on their priorities.
Our prudent investment philosophy is based on due diligence and ongoing research. We regularly review client plans and rebalance their portfolio when necessary life or market events occur. Our disciplined approach is accompanied by our top of the line client service, resulting in an extraordinary wealth management experience.
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
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Learn about the MyMerrill Mobile App.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
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.