I offer knowledgeable advice and service. I have provided financial advice and wealth management services since 1986. I have a Bachelor Of Science In Commerce Degree from DePaul University with a concentration in investments and portfolio management. I have extensive experience assisting the Firm's high-net-worth clients with wealth preservation, concentrated stock strategies, retirement and estate-planning issues, as well as private money management. My clientele is comprised of affluent families, corporate executives, professionals and successful business owners who value the Wealth Management Strategies that I bring to the advisor/client relationship. I currently hold Series 7, 63, 65 and Series 31 FINRA registrations.
WHAT CAN YOU EXPECT FROM ME?
I concentrate on my clients financial and investment needs by helping them develop strategies to manage their personal and/or business finances. I stress a disciplined, long-term approach to investing and emphasize Wealth Management Strategies that help my clients determine their risk tolerance and financial goals. I provide quality service to my client. Portfolio performance and client satisfaction are my primary objectives. To reach this goal, I will deliver quarterly reviews of a client's portfolio performance during the year and conduct at least two of these reviews face-to-face.
- We believe that our experience and integrity, combined with our access to the vast resources of Merrill Lynch Wealth Management, form the cornerstone of client relationships and satisfaction.
- Our experience, which has been broadened through many market conditions, is a focal point for individuals, families and businesses seeking a balanced, goals-based wealth management approach. We feel that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
- We take time to know clients as individuals and investors, and we value the relationships we develop. We can explore the individual financial goals that are important to clients, and create custom strategies designed to help them pursue each of their goals. Our team offers a combination of experience and client commitment that we feel help forge long-lasting client relationships.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
