Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
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Hello,
Helping you become even more successful by advising and guiding you through some of the most important and critical transitional moments and events in your family’s lives.
Freeing up time and capacity for you, which adds to your intellectual and emotional bandwidth, allowing you to focus on whatever is most important to you.
Serving as a purposeful steward of your assets, wealth and life.
These are a few of the things we will do for you and your family when you decide to work with us.
We try to reverse engineer your goals and aspirations, helping you to better manage your lives while serving five primary roles; Personal Banking Liaison, Wealth Management Planner, Investment Advisor, Strategic Philanthropic Guide and Friend/Confidant for every aspect of your life. These roles are very fluid and can evolve with the goals and needs of our families.
This is a business built on trust. We aspire to work with people we like and respect, who hopefully feel similarly about us. Your interests are aligned with ours. We are not brokering transactions. We are building relationships. You get an advisor and team that cares deeply about you, your family and your goals.
I am fortunate and proud to be part of The Erdmann Group.
All the best and continued success!
Read
A financial professional with over 20 years of legal and financial services experience, from 2001 to 2011, Read was head of trading of Eos Partners, L.P. Prior to Eos, He was an analyst and trader at Kadem Capital. Before that, Read practiced corporate law at Willkie Farr & Gallagher LLP and Clifford Chance LLP.
Read graduated Cum Laude from Harvard College, where he played varsity football and lacrosse. Read is also a graduate of NYU School of Law. He is admitted to practice law in NY, CT and the Federal Courts. Read does not offer legal advice in his role as Financial Advisor.
Active in his community, Read is on the Boards of Mission a.k.a. The CT Challenge, The Norwalk Community College Foundation, SoundWaters and the NYC Executive Board of Harlem Lacrosse and The Open Doors Shelter in Norwalk, CT.
Read is a bad golfer, a mediocre cross fitter and steadfastly refuses to quit playing lacrosse.
English & French
Harvard University
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.
Supported by the global resources of Merrill, my 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
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #571136
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.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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