Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our clients are smart and successful. We offer clients unbiased advice from qualified professionals and a relationship built on the notion of being easy, transparent, and providing comfort. If you’re seeking a guide to help with your financial life click “Contact Us” today to schedule an appointment.
Our Commitment to Clients:
Our team is a dynamic group of forward thinking professionals that want to give you confidence in the financial decisions you make. We believe it’s our job to simplify the complex, provide transparency to opaque products, and provide financial well being. Our philosophy centers on knowing our clients and paying attention to the details that matter – understanding “why” they are investing. We take joy in watching clients use their financial resources to fulfill their dreams.
Our complementary skills match the diverse needs and backgrounds of clients looking for both financial guidance and a modern full service banking experience. By running our team similar to a boutique within a larger institution we’re able to offer the services of a Global Institution with the touch and personal attention our clients expect.
With both domestic and international experience our credentialed team focuses on providing custom strategies free from proprietary products. We guide clients using data driven analysis coupled with behavioral finance to blend the “art and science” of investment management. This disciplined approach provides a framework to guide clients of each generation of a family with different levels of experience.
We understand how it feels to navigate the complex financial decisions successful people need to make. We believe nobody should have to make these complex financial decisions alone. The disciplined approach we walk our clients through is shaped by our decades of experience as well as the designations and education we’ve achieved.
We focus on three key areas with our clients: Planning, Investing, and Lending:
The markets and financial media can be a cacophony that derail even the smartest people. We help our clients cut through the noise with a detailed financial road map so you can remain focused on the big picture – your long and short-term goals rather than market fluctuations. While we utilize sophisticated tools, we clarify the information for each client to one page so the path to success is clear. We call this tool a Wealth Outlook. For clients with specific lifestyle goals this tool brings confidence to their ability to achieve their dreams.
For those with a higher net worth we also offer access to the Trust and Estate specialists of Bank of America Private Bank for more complex wealth management planning, corporate trustee services, and our philanthropy center.
We believe in preserving and growing the wealth of clients over time. Asset allocation and being properly diversified is the most important determinant of investment performance for clients. This is why we meet at least annually with each client to help ensure their goals and allocation are in sync.
For implementation we provide our clients with access to best in class investment managers, Mutual Funds, and Exchange Traded Funds (ETF’s). Where appropriate we also utilize Private Equity, Real Estate, Hedge Funds, and Market Linked Notes.
We offer a customized approach to meet the unique financial needs of wealthy clients. Using a broad array of assets as collateral, including liquid and non-traditional assets, loans can be personalized to each client's specific goals and objectives. Whether it be to purchase a business or commercial real estate, a yacht, airplane, artwork, or multi-million dollar home or just bridge cash flow needs; we have customized lending solutions from Bank of America to meet the circumstance.
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.
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 Management Lending Officer
Bank of America, N.A.
August 26th, 2020|5:00 PM - 6:00 PM EST
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Income in Low Rate Environment
With interest rates as low as they are, it’s hard for an income oriented investor to know where to find yield. Worse yet, bonds could be a higher risk than you think. Join us on a webinar where we’ll help you navigate this low rate environment and find yield to meet your goals.
September 23rd, 2020|5:00 PM - 6:00 PM EST
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Trust & Estates for High Net Worth Families
Smart estate planning can save you money, prevent family in-fighting, and perpetuate your legacy, but it shouldn’t be complicated. On this webinar we’ll help you understand if a trust is right for you and explain how wealthy individuals preserve their assets and their legacy for future generations.
October 28th, 2020|5:00 PM - 6:00 PM EST
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Preparing for the Sale of Your Business
You’ve worked hard to build your business and perhaps this latest crisis has you think of selling when things are "good again". But selling a business is complicated and knowing what to do before you sell can be as important as getting a good price. In this webinar we’ll discuss the 5 things you should think about before selling your company.
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.