Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We pride ourselves on following a disciplined, goals-based wealth management process that is built on investment principles but has the flexibility to adapt to a rapidly changing economic climate. These goals-based approaches and strategies give clients the opportunity to measure their progress in the context of addressing their goals, not just beating benchmarks.
We are committed to developing financial strategies that go beyond investments by offering access to the latest banking, credit and lending services from Bank of America, and insurance solutions through Merrill. By working as a dedicated team, we seek to understand each aspect of our clients' financial lives, helping them devise flexible financial strategies designed to help them pursue outcomes that are personally meaningful.
We seek to provide clients with a solid relationship that helps them better understand the available strategies and the paths they can take. We build a relationships and getting a clear understanding of personal and financial goals. We focus on helping you develop a strategy that takes into account your current and future goals and resources. By using a goals-based approach, we will measure success by the amount of progress you are making towards your goals.
We keep in close touch with clients to make sure that we discuss life changes and to help ensure that their financial strategy remains aligned with their goals—adjusting if necessary.
Our goal is to help clients pursue their goals.
University of Louisville, MBA
University of Kentucky
Saint Xavier High School
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.
Bank of America, N.A.
Wealth Management Banking Specialist
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 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.