Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Hunger for helping others accomplish their life's vision led me to pursuing a career in wealth management planning. Upon moving from Kansas to Florida and joining Merrill Lynch Wealth Management, I chose to be part of a team. My partners Roy Cook and John Theodossakos each have 20+ years of experience in finance. We share a similar passion of pursuing in depth relationships to truly understand our clients.
What differentiates my team from other advisors in the industry is the time we take to comprehend our clients lives. Our passions are your goals. By truly knowing the key drivers of a client's life and motivations, my team and I can help clients solve problems they didn't know they had with strategies they didn't know existed. My team and I work together to build a tailored strategy for our cients' specific life visions versus a "one size fits all" plan. Our clients experience exceptional service through this dynamic, personalized planning process.
I am a CERTIFIED FINANCIAL PLANNER™ professional. I received my B.S. in Finance from Florida Atlantic University. Professional licenses I hold include the FINRA Series 7 and 66 registrations, as well as my 2-15 license.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Florida Atlantic University
Silver Lake High School
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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.