Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My service model caters to clients seeking greater confidence in planning their financial lives. We help you translate your life priorities into actionable, measurable goals and take the time to understand how you make investment decisions.
Investing for multiple goals can be a complex and overwhelming task. In some cases, clients may have the inclination to invest on their own but simply don’t have the time to keep up with the ever-changing environment. By working together, I can bring you the professional advice and resources of Merrill Lynch and give you more time for your family, business and community endeavors. Clients expect and experience a personal and responsive level of service.
My approach is thoughtful, measured and balanced. The process is straightforward: I will take the time to understand your goals and how you and your family envision your futures. Together, we’ll develop a personalized financial strategy that we'll revisit on a regular basis. I advocate an objective, cohesive view of your finances and coordinate your plan with other advisors as appropriate.
I began my financial services career in 1987 and spent over twenty years at some of the nation’s top financial firms helping private, closely held businesses finance their growth and succession plans. I joined Merrill Lynch to assist successful individuals and families pursue their goals through a cohesive, balanced approach to wealth management.
I live in Boston and believe that volunteering strengthens communities. I serve as a volunteer with the Bay Village Neighborhood Association, the Alzheimer’s Association,with ETHOS- assisting Boston’s elderly and disabled citizens with basic financial management skills and as a board member of the Killington Grand Homeowner's Association.
CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Chartered Retirement Planning Counselor (CRPC),certification awarded by the College for Financial Planning
MBA, Finance, W.E. Simon School of Business, University of Rochester
BA, Economics, University of Rochester
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
University of Rochester
We along with your tax professional can help you understand how it might affect your investment strategy
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.
Internal Insurance Specialist
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.