Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
In today's volatile and complex global markets, the wisdom that comes from professional financial guidance has become more essential than ever before. Born and raised in the Boston area, I've been helping affluent individuals and families navigate their financial journeys for more than 27 years. These clients have chosen to work with me because I focus on what matters to them on a personal level. This helps them stick with an approach that aligns with their goals.
My disciplined process starts with uncovering a deeper understanding of clients' concerns and priorities so that I can be in the best possible position to help. I have found that listening intently is the best tool that an advisor can use to help clients pursue their objectives. This approach helps to set and prioritize their goals, build a portfolio aligned with their goals and monitor their progress toward achieving them.
With registered senior client associate Susan Kelleher, and client associate Michaela Curry, clients are provided a full financial strategy in meetings to discuss long-term goals and financial objectives. These strategies are the cornerstone of our practice. The client experience is enhanced through proactive communication and ongoing education to share timely information we feel may affect clients' finances and to learn about changes in their lives.
Successful investing is anchored on time-tested principles of asset allocation and diversification. I believe that a portfolio strategically balanced among a broad mix of investments will help reduce the risk of wide swings in its value, while giving it ample opportunity for growth. I seek to lessen downside risk while simultaneously positioning portfolios to take advantage of the potential for positive returns in the long run.
Our team is involved with local communities, assisting charitable organizations such as the YMCA. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer NMLS # 1045000
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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.