Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For more than 37 years, I have dedicated my career to helping families preserve their wealth and pursue the lives they’ve imagined. While I primarily support affluent physicians, entrepreneurs, and other professionals, I find that most clients are united more by their values than their vocations. If you believe true wealth is found in the life you lead and the family you love—and your assets support this wealth rather than define it—then I would appreciate meeting you.
How I Support Clients
Straightforward strategies, diligent risk management, and meaningful client relationships are the foundation of my wealth management approach. Rather than focusing solely on investments, I strive to help clients address every aspect of their financial needs and opportunities. My objective is to help free you from the time and mental energy of coordinating your own financial life, while keeping you informed about where you stand at all times.
Together, we will discuss:
• How you define wealth
• Your family needs, dynamics and values
• How your assets and liabilities are connected
• Your comfort taking investment risks
• Additional risks you may not realize you’re taking
Why I Enjoy My Work
In each relationship, I focus on finding ways to make a difference in clients’ lives. I care deeply about the families I serve, and I find joy in helping them pursue their goals.
Like many clients I support, I am very family oriented. Through every economic cycle, life stage, and personal need, I am proud to be here for other families to provide the knowledgeable, personalized guidance I believe you deserve.
I first joined the financial services industry in 1983 and have worked at Merrill Lynch Wealth Management since 2008.
• MBA from Iona College
• B.S. in Economics from New York Institute of Technology – Old Westbury
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English & Italian
Iona Hagan School of Business
New York Institute of Technology
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, I can help you create a financial strategy that reflects your personality. Only then can I 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.