Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 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 monitor 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 extraodinary 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
WM Lending Officer
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.