Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
With 25 years of financial services experience, I have developed the insight and wisdom to help my clients through difficult markets and all of the life changing events that they will experience.
I have dedicated my career to developing a thoughtful, disciplined goal-based investment approach designed to help my clients navigate through some of the most volatile markets in history. The cornerstone to my investment approach is long term retirement income planning and strategies for helping manage risk. In regard to strategies to help manage risk, I put great emphasis on the use of Behavioral Finance principles. One of Behavioral Finance's main tenets is that the greatest destruction of wealth is when people make bad decisions based on the emotions of greed or fear. My goal is to help you develop a long term retirement strategy and a level of risk that you are comfortable with. Then help you through challenging life transitions or markets that may tempt you to make an uninformed decision based on emotion.
In addition to my experience and investment approach, my highest priority is to help my clients to simplify their life and provide a level of service that exceeds their expectations. We can be your single point of contact for access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients' financial needs.
One of my greatest assets to help me help you is my Wealth Management Client Associate, Megan Huth. She will assist with any of your daily administrative questions or needs. Listed below are several of the areas I can help with. Please contact us to set-up an introductory meeting.
Investments and Risk management strategies Retirement Income Planning and Education Planning Small business and corporate 401(k) plans Access to home financing through Bank of America, N.A. Insurance and estate planning services
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.
English
Pennsylvania State University System
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.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 Banking Specialist
Merrill
Regional Lending Specialist
Bank of America, N.A.
NMLS #1838144
We understand that both your life and the financial markets can change over time. By 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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