Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
I focus on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. I work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
My practice focuses on two distinct areas: Personal Wealth Management & Financial strategies for Business owners and High Net-Worth families as well as Advisory & Co-Fiduciary Management for Qualified Retirement Plans. In striving to provide the highest level of service to my clients in both of these matters, I have obtained the appropriate designations to highlight the value that I am able to deliver: CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, CERTIFIED 401K(k) PROFESSIONAL®, CERTIFIED PLAN FIDUCIARY ADVISOR and CERTIFIED EXIT PLANNING ADVISOR.
I truly appreciate the trust that my clients have placed in me, and I am committed to ensuring they receive the level of attention, responsiveness and knowledge required to help achieve their future goals & objectives.
Graduate of Villanova University and Loyola Blakefield.
As a designated Retirement Benefits Consultant, I have been selected as one of a distinct number of Merrill advisors to offer access to 3(21) Co-Fiduciary services for corporate 401(k) plans.
Selected to Financial Times Top 401 Retirement Plan Advisors list for 2015 and 2020.
MISSION STATEMENT:
My goal is build and preserve the assets of clients by offering a professional level of advisory services as well as providing exceptional customer service.
FOCUS SERVICES:
- Investment Management for Qualified & Non-Qualified Retirement Plans
- Wealth Management
- Retirement Strategies
- Asset Allocation Analysis
- Risk Management
- Cash Management
- Estate Planning Services
- Commercial Lending through Bank of America, N.A.
- Alternative Investments ($1.5 million minimum net worth).
Loyola Blakefield
Villanova 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.
Employee Benefits Specialist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652333
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.
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I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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.
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