Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Whether you have goals for yourself, your family or your business, you desire the comfort and confidence of knowing you have a plan in place to meet your needs; a plan that serves your best interest while maintaining the flexibility required to keep you on track towards your goals through the inevitable changes you and your family will experience in life.
Serving your best interest includes regularly reviewing your plan. It includes connecting with you, on a personal level, to understand the changes occurring in your life and the life of those you love most. It includes providing the professional insight needed to guide your wealth management decisions, to include your investment decisions, and with this, the financial help that will allow you to spend your time and your wealth on the things that matter most to you.
Whether your goals evolve around saving for retirement, for education, leaving a legacy, taking care of an aging loved one, or running a successful business, you will have questions regarding how best to manage the money you have worked so hard to obtain.
Driven to make a difference in each client’s life, I have combined a career in corporate and operations finance, data analytics and wealth management to provide you with the competent and reliable service you desire and the genuine and trustworthy care you deserve. When you add to this the vast and convenient resources of Merrill and Bank of America, you have the team needed to help you and your family live the best life possible.
What would you like the power to do?
Georgia State University
Mercer University
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.
Retirement Specialist
Merrill Lynch
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652549
Trust Specialist
Bank of America, N.A.
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. |
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