Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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We believe our 26 years of combined experience, which has been broadened through several market cycles, is a primary focal point for the individuals, families, and businesses we serve. We hold the conviction that wealth should be managed to help achieve outcomes that are personally meaningful to each client.
Your investments should be a reflection of you — your life, your priorities, your goals. As your dedicated wealth advisor, we will help you build a customized investment strategy and offer ongoing, personalized advice. Combined with professional asset management, you can stay on the right path towards pursuing your long-term objectives.
Using the broad investing resources of Merrill, we can also assist with potential solutions for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.
Supported by the global resources of Merrill, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.