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
We help successful business owners and their employees have a worry-free retirement. Our clients face a deluge of financial information, that can come from financial pundits, aggressive salespeople, as well as investment firms that use scare tactics on their customers. Market volatility, inflation, as well as taxes can also play a significant part in eroding our clients' savings over time and derail the retirement they have envisioned. What we deliver to our clients is an investment and planning process customized to their needs, using the resources of a top ranked global institutional research firm and the wisdom of an experienced advisory team who can communicate clearly and effectively without using financial jargon.
Being an advisor for nearly two decades and guiding my clients through some of the most difficult financial periods in our history as a country, I have seen firsthand how emotions can cause investors to make subpar decisions. I have spent nearly a decade building and refining my investment process and have earned the right to use several significant credentials such as the CFA, CFP®, C(k)P®, and the CAIA that demonstrate my core competency. By meeting with me I will take the time to understand your retirement needs, wants and aspirations as well as evaluate your current resources. I will then build a personal wealth analysis that will help you understand the likelihood of achieving your goals as well as identify potential pitfalls you could encounter along the way. Lastly, I will recommend a course of action of how we can help you simplify your finances, reduce your taxes, as well as align your portfolio with your goals to better improve your chances of a successful worry-free retirement.
After meeting with me if you are not completely convinced I can guide you to a successful retirement, my analysis is yours to keep at no cost. Schedule an appointment with me now to see how we help our clients go from being overwhelmed and stressed to being knowledgeable, confident, and comfortable with their overall financial health. You can also friend me on LinkedIn to get the latest market analysis from our Chief Investment Office as well as access to our white papers on common retirement planning mistakes.
English
Washington and Lee University
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
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.
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.