Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Brad helps executives, families and business owners implement wealth management strategies to achieve their lifestyle goals - from whatever life-stage they are in today, through retirement, and ultimately wealth transfer.
Drawing on more than 25 years of business experience, and using the Merrill Lynch Goals-Based Wealth Management process, Brad applies a consultative approach to working with clients. After reviewing the client's current financial situation, and understanding their mindset about investing and risk, he assists them in developing a financial expression of the unique and personally meaningful wealth management outcomes they want to achieve. Using these essential client inputs, a customized, goals-based investment strategy is implemented, monitored and periodically reviewed and rebalanced as needed.
As a former business owner for over 10 years, Brad understands firsthand the challenges business owners face in satisfying the financial and time demands of both their business and personal lives. So, in addition to wealth management resources from Merrill Lynch and U.S. Trust, he also offers access to commercial banking and credit resources from Bank of America, N.A. This unique suite of financial services, delivered through personalized attention to the client and their business, offers the possibility for improved business performance, and help integrating the value of the business into the client's personal wealth plan.
Brad joined Merrill Lynch in 2014. He is a graduate of Lehigh University, and has a B.S in Business and Economics with a double-major in Accounting and Finance. Brad earned his MBA with concentrations in Finance and Marketing, from the Kellogg School of Management, at Northwestern University.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.