Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I work with affluent individuals, families and successful businesses in helping them build, grow and preserve their financial resources. My thoughtful, disciplined process is based on complete honesty and integrity. Our relationship will begin with me actively listening to you, taking the time to understand your life goals. My staff and I will then develop flexible strategies, unique to your specific needs, utilizing the vast resources and intellectual capital of both Merrill Lynch and Bank of America. Through our robust platform you will have access to sophisticated capabilities in: asset management and preservation, retirement planning strategies, trust services, liability management, banking, education funding, insurance, estate planning strategies and tax efficient wealth transfer. I will work closely with your other trusted advisors, including your accountant, attorney and tax specialist. Together we will monitor your progress, making adjustments when necessary, to keep you moving toward your goals throughout your lifetime and beyond.
My corporate experience spans 38 years, including 8 years with the Exxon Corporation and 30 years as a Financial Advisor. I have earned the Chartered Retirement Planning Counselor designation; CRPC; and CFP; certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and Senior Vice President-Senior Consultant at Merrill Lynch.
I was born in Sandusky, Ohio. I earned my business degree and MBA from the Ohio State University. I have lived in the Tampa Bay area since 1992 with my wife of 36 years. Judy and I have 2 great kids. Our daughter graduated from the University of Florida and completed her MBA at Ohio State. Our son also graduated from UF, and completed his Masters in Finance at the University of South Florida.
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.
Ohio State University
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.