Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My job is helping people make their financial lives better.
Understanding what’s most important to you is the foundation for creating a financial strategy that serves you—this means knowing what you want to achieve, the people and causes you care about, even what keeps you up at night.
Using a proprietary process that integrates your goals and your attitudes about risk and money, I’ll tailor a financial strategy specifically for you, guided by market viewpoints and portfolios from our leading research and analytics team. I’ll help ensure you stay on track with regular reviews and updates, whenever and however you prefer. Using the combined resources and capabilities of Merrill Lynch and Bank of America, we’ll build a financial strategy that supports what you want to do and where you want to go.
What you can expect when working with me:
• A more complete view of your total financial picture
• Personalized advice that helps you address all aspects of your financial life
• Tools and expertise reflecting and delivering the best thinking of the firm
• Clear explanations of the risks, potential outcomes and fees associated with investments and strategies
• Progress monitored and measured around your life and goals
• Adjustments to your strategy as necessary, as life and the markets change
• Communication whenever and however you want, from face-to-face to digital
• Resources and capabilities of Bank of America for your banking needs
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.