Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
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. Our advisors have in-depth knowledge around Private Wealth Management, Institutional Retirement and Endowments/Foundations/Non-Profits. 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 and their institutions.
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 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.
English
University of Connecticut
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 Strategist
Merrill
Employee Benefits Specialist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #589601
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.
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.
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.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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