Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
We believe that wealth management is about more than just your finances. It’s about your entire life and the complexities that come with it. We understand that money can be frustrating, confusing, and hard to figure out at times. That’s why every member of our close-knit, multigenerational family team is passionate about blending our collective skills with our warm personal service to help create lifelong wealth management strategies with you.
For over three decades, the diverse circle of successful people we have been proud to call our clients and our friends has grown to include business owners, individuals in the oil and gas industry, retirees, and multiple generations of families around the country. Supportive and insightful, we help clients anticipate what’s ahead so that they can plan for the impact of major milestones and transitions, such as marriage, divorce, death of a loved one, or a career transition. Our clients become an extension of our professional family, and we enjoy hosting quarterly “family reunion” luncheons, savoring the opportunity to meet face to face, sharing market updates, and staying apprised of changes in your life.
Our view of wealth management is somewhat like a jigsaw puzzle. We believe that to have a complete view, you need to see the picture on the top of the puzzle box. Until you have all the pieces in place, how can you know the right mix of stocks, bonds, and cash for your portfolio? We can help you identify which pieces are missing and work together to help you make the picture of your financial life that much clearer. And since we don’t believe in “set it and forget it” strategies, we’ll be there throughout your journey to incorporate any changes along the way.
We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances.
No matter what your goals may be, we begin by helping you define and prioritize your financial goals based on the following seven areas:
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.
Supported by the global resources of Merrill, our 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 Lending Officer
Bank of America, N.A.
NMLS #77655
Wealth Management Banking Specialist
Merrill
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.
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 we can help you create a financial approach that reflects your personality. Only then can we 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. |
|
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.