Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
When I'm asked, "What do you do?" I like to answer by saying, "Help others realize their dreams and goals." I have been doing this in the financial services industry since 1981. My approach is to listen to clients’ dreams and goals and help align them to their financial situation. By identifying and prioritizing their various goals, I then develop strategies — some of which include estate planning services, investments, wealth transfer, retirement income, and banking services — that may be customized to suit a client’s personal circumstances with their own unique feelings and attitudes. Furthermore, I am a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. The better I am at doing my job, the more effective they can be in their jobs and lives.
I am a graduate of CUNY at Brooklyn College, with a B.A. degree in Economics. I also earned a Juris Doctorate from New York Law School (I do not provide legal or tax advice in my current role at Merrill). At NYLS, I helped create an education program for homeless kids - the New York State Bar Association gave me their student Legal Ethics Award, in part, for that accomplishment. My twin daughters moved to Hawaii in 1992 and I relocated here from NYC and Southern California in January 2009. In 1996, The Hawaii Star Bulletin published my editorial, "Will Hawaii Abandon Its Kids." It challenged the state to not lower its student dropout age to age 16, which they did anyway. I continue to utilize all my talents to better the lives of all, in any way I can.
New York Law School
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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.
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.