Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Every day, I meet people who have the same financial concerns filling space in their heads: am I making the most of my money? Am I positioned to help my parents? How will I pay for skyrocketing college tuition? How do I take my business to the next level? Am I saving enough for retirement? How much can I give back? What will my legacy look like?
Navigating these concerns can be overwhelming and investing on your own can be complicated, and risky, which is why too many people understandably put it off. My colleagues and I at Merrill Lynch Wealth Management fully recognize this and strive to make it as easy as possible for individuals, families and businesses to manage and grow their wealth. I want to help by being a white glove single point of contact leveraging both the consumer & commercial banking capabilities of Bank of America as well as utilizing the wealth management insight and resources of Merrill.
I spent over 20 years advising banks, insurance companies, asset managers, hedge funds and portfolio managers. I recently decided to leverage this experience to help individuals, families and businesses make the most of their money, anticipating the unexpected, so they can meet their life goals.
I earned a Bachelor of Arts in International Studies from American University's School of International Service in Washington, D.C. I currently hold my Series 7 & 66 FINRA Registrations. I live outside of Boston with my wife and two kids. We enjoy skiing, traveling, hiking with our two dogs and planning for the future.
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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 Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 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, 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 Wealth Management Advisors, we will help you 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you 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.