Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Applying extensive investment knowledge and experience, we will work with you to develop a customized investment strategy to help your institution be more efficient and responsive in today’s evolving market.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
As an advisor with The Linke-Pearson Group in Stamford; we have had the privilege of serving some of the top business leaders throughout the north east.
My team and I strive to be the first and last phone call that clients ever need to make. It is our belief that clients come to us for the investment advice and knowledge, but stay with us for our service model and financial strategies. We know that it takes more than one advisor to give clients the very best in service. We believe clients deserve a team based approach.
Each senior advisor on our team focuses on a single area of the practice. Rather than build a practice of generalists, we offer tailored advice on issues ranging from a simple checking account to complex lending, investment and estate needs. Clients have come to expect the very best. Our aim is to deliver nothing short of just that.
We serve five primary roles; Personal Banking Liaison, Wealth Management Planner, Investment Advisor, Strategic Philanthropic Guide and Friend. These roles are very fluid, evolving with the goals and needs of our client families.
This is a business built on trust. We aspire to work with people we like and respect, who hopefully feel similarly about us. Our interests are aligned with our families.
Our investment approach takes into account the purpose and goals of clients lives/finances. We help provide clients with the clarity and understanding to live their lives in the manner they have always hoped; regardless of market condition. Clients utilize us so that we may worry about the day to day, leaving them to focus on doing the things they love. We believe that by asking better questions, we can arrive at better outcomes for clients and their families.
We are also involved in the communities in which we serve, volunteering leadership and staff for organizations involved with the underprivileged, veterans and animal rescue charities. Please contact us to learn more about how we work to make a positive impact on your financial life.
University of Connecticut
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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
Retirement Plan Specialist
Senior Wealth Management Lending Officer
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.