Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
A relationship with me starts with a conversation. Getting to know you personally helps me understand what matters most to you. Only then can I offer a customized approach that helps align your financial affairs with your personal goals.
As we continue the discussion, I help you optimize both sides of your balance sheet with a thorough review of your assets and liabilities. Once we’re better equipped to improve your overall cash flow, together we map out the time frames and dollar amounts needed to shape positive outcomes for your future.
From there, my objective is to deliver above average risk adjusted returns through a disciplined investment process designed to help you achieve each of your goals over time.
I am a financial professional with over 18 years of financial services experience, having spent 15 years as a natural gas derivatives broker before joining Merrill Lynch in 2015.
Graduating from Yale University in 1998, I earned a B.A. in Political Science and played Varsity Lacrosse. I currently coach youth lacrosse in Darien, Connecticut where I previously co-owned a successful specialty food boutique with my wife Alina.
I hold the Series 7 and 66 FINRA Registrations as well as the Series 3 NFA Registration.
The Norfolk Academy
Our experts examine the forces that are changing the world – and how they may impact your life
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
Wealth Management Lending Officer
Bank of America, N.A.
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.