Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I take a very specific approach with clients that’s designed to establish their priorities, clarify their goals, and demystify the process for achieving them. My approach begins by developing thorough financial strategies, followed by full implementation of these strategies through regularly scheduled contact, helping to ensure that we remain on track.
• Wealth Management Planning
• Retirement Planning
• Education Planning
• Asset Allocation*
• Philanthropic Services
Clients benefit from the deep analytical sense and rigor my MIT training instilled in me. People work with me because of my dedicated approach to client service and the insights I deliver in tailoring strategies to meet their needs. Trust, integrity, and objectivity are critical elements to the client experience and on of my primary goals is to dispel the ambiguity that can arise when faced with myriad investment choices.
I work with hard working, diligent people who’ve achieved success and want to take a well calibrated approach to preserving their wealth, achieving prudent returns, and ensuring a secure retirement while providing a legacy for their families and the causes they care about. It’s genuinely uplifting to know my help contributes to these positive outcomes.
Boston has been my home since attending college. When I’m not engaged as a serial volunteer I spend as much time with my children as possible. My daughter is an amazing cook and is excelling at college while my son and I work together on his high school robotics team where amazingly, we finished 10th out of 196 teams in New England in our rookie year. And, as a former nationally ranked athlete I still spend time in the gym… often with my kids!
* Asset allocation does not ensure profit or protect against loss in declining markets.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Massachusetts Institute of Technology
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.