Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.
Ours is not a typical approach, because we do not serve “typical” clients. They include successful, well-known individuals – from athletes and coaches, to leaders in finance and technology.
A hallmark of our approach is the close nature of the relationships we have with clients. We recognize clients’ voices when they call, as well as their comfort with risk. We know what keeps clients up at night and what gets them up each morning. Above all, we know that both communication and performance matter to clients, and both are why we believe they choose us.
Many clients come to us looking for a trusted advisor whom they have read or heard about. Despite their wealth, many don’t have a financial strategy or estate plan. We look to connect the dots in clients’ complex financial lives with highly customized, tax-efficient strategies, in concert with their other advisors. We also aim to bring both spouses to the table, to agree on goals and concerns.
By staying in frequent contact, we can respond to clients’ urgent needs as well as shifts in what they would like to accomplish long term. Being proactive also reflects our commitment – to educate clients on where they stand, what they own, and the impact of decisions on intergenerational wealth.
It is no coincidence that our multi-generational team serves many generations of affluent client families. We have a tradition of helping ambitious individuals make financial decisions that enhance the lifestyles and legacies of their children and grandchildren.
Specifically, we serve professional athletes, coaches and team owners, business owners and corporate executives (in health care, biotech, technology, and finance), physicians, retired couples, and widowed and divorced individuals. It’s worth noting that fellow financial professionals (private equity and hedge fund executives, in particular) respect our ability to help them manage their wealth.
While clients have taken distinct paths to their achievements, virtually all have come our way through word of mouth – which we believe reflects our experience, energy, and commitment to people who place their trust in us.
Supported by the global resources of Merrill Lynch, our 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.
Senior Wealth Management Lending Officer NMLS # 484187
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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, we can help you create a financial strategy that reflects your personality. Only then can we 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.