Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As an advisor with The Linke Group in Stamford; I enjoy working with normal people, who have acheived an abnormal level of success.
My team and I want 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.
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
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Vice President, Retirement Plan Specialist
Senior Wealth Management Lending Officer NMLS # 589601
We offer you access to the investing insights of Merrill Lynch 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.