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Get To Know Us

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life


As Purpose Driven advisors we believe True Financial Success can’t be reduced to balance sheet, income, or return; it’s about purposefully and intentionally using every dollar as a force for good within your family or organization, community, and the world at large.

We work with our clients to articulate what truly matters to them; to understand how they define success. This shapes and informs how we approach every element of building a customized financial strategy which includes:

  • Mission driven goals
  • Values aligned and goals based portfolios
  • A strategic plan for generous giving
  • An estate plan that becomes an enduring legacy
Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization. Our mission of helping clients use wealth as a force for good informs everything that we do.

As Purpose Driven advisors we believe wealth management is about more than investing; it’s about helping you pursue True Financial Success and bringing your values to life through accomplishing your most important goals.

We take the time to ask hard, smart questions so that we can understand your values, guiding principles, and priorities.  These shape and inform how we approach every element of building a customized financial strategy which includes: 

  • Mission driven goals
  • Values aligned and goals based portfolio
  • A strategic plan for generous giving
  • An estate plan that becomes an enduring legacy
Our Purpose Driven Wealth Management Framework drives intentional and purposeful decisions that promote a flourishing family or organization.

Everything we do is grounded in helping families and organizations make purposeful financial choices. A typical engagement follows a five step process:

1) Discovery

  • Understanding your values and aspirations
  • Defining specific mission driven financial goals
  • Understanding your current financial circumstances and management
2) Plan Development
  • Develop a customized and comprehensive strategy that addresses each financial planning domain:  goals, investments, banking, estate planning, philanthropy, education planning, tax strategies, lending, etc.
3) Values Aligned Portfolio Construction & Management
  • Build a personalized portfolio that reflects your goals and expectations.
  • Screen out investments that violate your moral principles and ensure your shareholder vote reflects your values.
4) Plan Implementation
  • Work with you and your advisory team to implement each element of the plan.
5) Ongoing Management
  • Your life, your circumstances, and the markets are always evolving.  Whether in the board room, around your kitchen table, or using the latest technology, we spend time face to face with clients helping them track and adjust their strategy as they progress towards their goals.

We believe that your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated advisor we will get to know what matters most to you and help you define your goals. We use this understanding to help you build a customized financial strategy and offer ongoing, personalized advice. Combined with professional management and regular reviews, you can stay on the right path towards pursuing your long-term objectives.

Our clients are mission driven families and organizations that want to deploy wealth as a force for good.  Our clients include:

  • Entrepreneurs
  • Senior Corporate Executives
  • Foundations
  • Endowments
  • Corporate 401(k)

Staying on Track

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.

Reviews to help you
stay on track

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.

    Changes in your life
    and to your goals

    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

      Let’s Have a Conversation

      We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.

      Why Merrill?

      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.

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      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 Advisor®
      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.