Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
- Insurance3
I help Franchised Auto Dealers maximize profitability, mitigate risk, and attract and retain talented employees.
Areas of concentration:
• Asset management and income strategies for dealerships and their related entities,
such as Vehicle Service Contract Companies.
• Personal wealth management and succession planning for owners and their families.
• Flexible and cost efficient asset-based lending.
• Retirement services such as corporate 401(k) plans, as well as
personal retirement & income planning.
Differentiators:
Experience: We have been working with Dealers for more than 10 years, and have over 25 relationships nationwide.
Knowledge: The knowledge we’ve gained over the last decade allows us to help dealers focus on profits and better succeed in their financial endeavors.
Contacts: We have built a vast professional network within the auto space consisting of tax professionals, attorneys, real estate professionals, insurance professionals, warranty administrators and various auto-related service companies.
Resources: Our extended team consists of commercial bankers, private bankers, trust professionals, wealth structuring professionals, succession planning experts, credit specialists, and retirement specialists.
Scale: We can deliver the full and combined strength of Merrill Lynch, Bank of America, and US Trust to clients and their employees.
Relationship Pricing & Customized Reporting: Please request an appointment for further details.
English
University of Florida
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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.
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