Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I am a Financial Advisor with the Linke-Pearson Group in Stamford, CT, leveraging several years of experience in financial services. My approach to wealth management is risk-based and comprehensive; and my belief is that financial security should not be left to chance. My focus encompasses generational wealth-building, as well as tax minimization and retirement savings strategies. My role within our team, as a comprehensive planner, integrates my background in risk management with our tailored approach to wealth accumulation and estate planning services. Prior to joining our team at Merrill, I worked with clients to develop wealth and asset income preservation strategies.
Our team works with a select group of clients, offering customized financial strategies and precise implementation. We believe we’re different in the way we approach your needs, foster your long-term aspirations and care about your day-to-day well-being. Our team understands the importance of family legacies and values cultivating relationships with client’s families and the next generation.
I am a graduate of Fairfield University with B.A in Psychology and a B.A. in Communications. I am also a Senior Portfolio Advisor, actively holding my Series 6, 7, 63 & 66 FINRA registrations as well as my Life, Accident & Health license. Additionally, I serve as the firm's local accredited insurance professional. I live on the harbor in Stamford, CT and enjoy spending time in the sunshine with my family and friends.
The American College of Financial Services
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.
ISG Portfolio Strategist
Wealth Management Banking Specialist
Bank of America, N.A.
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 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.
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.