Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
45 William Street
Wellesley Hills, MA 02481
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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 investment strategies to help you create a disciplined wealth management approach. As your life circumstances and the markets change, I can help you review 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 23 years of wealth management experience, and the deep resources of Merrill Lynch Wealth Management, 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 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 Wealth Management 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 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
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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.
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 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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.