Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
78-6831 ALII DRIVE
KAILUA KONA, HI 96740-2413
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Prior to joining Merrill Lynch Wealth Management in 2011, I began my career in the financial services industry in 1987 with a focus in financial research analysis. Before coming to Kailua-Kona, my prior work experience was in the Southern California region, in the cities of Los Angeles and Santa Monica where I gained knowledge and experience during my employment with Wilshire Associates, Roll & Ross Asset Management, and Strategic Development Investments. I am committed to providing top notch wealth management strategies and financial advice. Merrill Lynch Wealth Management is committed to your success, each and every day.
California State University Long Beach
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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.
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