Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As your wealth management advisor, I’m dedicated to understanding your current financial picture as well as your goals and priorities. I have found that clients’ top concerns include making their money last in retirement when they are no longer earning, financing the best possible education for their children, and safeguarding some funds for emergencies. Whatever your goals, I can draw on Merrill Lynch investment strategies to help you create a disciplined wealth management approach. As your life circumstances and the markets change, I can help you monitor your progress and adjust your strategies as needed.
My commitment to building long-term relationships with clients includes ongoing coaching and financial education. By exploring different wealth management scenarios, and helping you interpret the constant stream of information about world events and their potential impact on markets, I can help you take the emotion out of making important financial decisions.
I draw on my over 20 years of wealth management experience, and the deep resources of Merrill Lynch, to help clients create customized financial strategies tailored to their individual goals. As a lifelong learner, I stay current on industry trends and wealth management strategies through memberships in the Financial Planning Association and the Investments & Wealth Institute™.
I am a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firms’ Investment Advisory Program, as a Portfolio Manager I may manage my strategies on a discretionary basis.
In addition, I am a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I also hold the Certified Investment Management Analyst designation from the Investments & Wealth Institute™.
Prior to joining Merrill Lynch in 1998, I spent over six years in hotel and restaurant management and accounting with a global luxury hotel franchise. In that career, I learned the value of delivering exceptional client service. I graduated with honors from the University of Massachusetts, Amherst, where I earned a Bachelor of Science degree at the Isenberg School of Management. I am an avid reader who also enjoys fitness training and spending time with my family.
University of Massachusetts, Amherst
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.
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, 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 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.