Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” Warren Buffett
The greatest joy for me is to see the hard work of my clients’ come to fruition. With life’s joys also comes challenges. My job is to let you focus on the aspects of life you care most about: family, philanthropy, your career, or whatever it is that excites you. To be able to help children go to college, you retire to your dream home, or leave a lasting legacy to your family is what drives me to be the best advisor I can be.
After nearly a decade with Merrill Lynch Wealth Management, I have had the pleasure of working with seasoned executives, business owners and their families. We work together to identify, plan for and help accomplish your dreams. Our team is notably equipped to address your needs by combining our team of professionals and a service model that is specifically designed for families such as yours. Our team capitalizes on the depth and breadth of Merrill’s award winning research team to further preserve and grow our client’s wealth.
I invite you to send me a message to discuss how we can work together to plan for your future.
I live in Natick with my wife, Kate, daughter, Lily, and son, Parker. I am an avid golfer at Framingham Country Club and enjoy any outdoor activity with my family.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™
English
Bentley University
Lincoln Sudbury
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #652381
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
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 I can help you create a financial approach that reflects your personality. Only then can I 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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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