Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Being from Chicago, IL and raised in an entrepreneurial environment I have seen and lived through many high highs and low lows. As a result I have made it a point to plan, prepare, and manage my wealth to minimize the effects of the low lows in my life. As a Financial Advisor with Merrill Lynch Wealth Management in the Atlanta/Buckhead office, I am passionate about helping my clients do this as well. I am committed to improving the lives of others and helping them succeed financially. I strive to be an essential resource and while serving the unique wealth management needs of clients.
I understand that serving clients’ financial needs begins with building strong, lasting relationships. In order to help my clients plan, prepare, and manage their wealth I take a goals based wealth management approach. Wealth management means a lot more than saving or investing. I take time to build relationships and understand specific needs, priorities, and goals. From this my team creates customized portfolios aligned with the clients’ resources to help create and preserve their family legacy. This approach puts the individual, rather than the market, at the center of the wealth management process and helps to ensure each individual financial strategy is aligned with clients’ goals and priorities.
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.
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.
NMLS #1066574
ISG Portfolio Strategist
Merrill Lynch
Insurance Associate Specialist
Merrill Lynch
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
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.
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. |
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