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We get to know you and your family, your financial situation and what matters most to you.
We live in a world that’s constantly changing. Markets can fluctuate
frequently. Potential investment opportunities can arise daily.
Regulations are amended. That’s why I believe that you and your
situation are the best starting points from which to help plan
your financial future: where you are today, where you want to be
tomorrow, and what you want to accomplish along the way. Because
by understanding you and your priorities, I can more effectively
offer my experience and resources and help you build a financial
framework that is rooted in the unique complexities of your life.
My mission is simple: help clients live the best life possible with the
resources they have available today. That may be in their personal
life, their professional, business life or the lives of their family
members. I have over 25 Years of investment experience meeting
the financial needs of institutional, individual and high net worth
business owners. I joined Merrill in 2017. Prior to Merrill I was with
Northern Trust, AllianceBernstein, and OppenheimerFunds.
I hold both an MBA, from Stephen M. Ross School of Business at the
University of Michigan, and a BA in Economics from the University
of Michigan. Additionally, I am an Adjunct Professor of Finance, Mike
Ilitch School of Business at Wayne State University.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Italian
MBA, University of Michigan Stephen M. Ross School of Business
BA, University of Michigan
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #533545
Wealth Strategist
Merrill
February 8th, 2023|5:30 PM
Investing in Uncertain Markets Outlook 2023
Over the last year, we have witnessed tremendous volatility in both equity and fixed income markets. Could the coming year bring a return to a more promising market environment as global economies reset? To help you prepare for this changing market environment, join myself and Shane Russell, Senior Vice President American Funds for the latest Webinar Investing in an Uncertain Market.
Topics we’ll explore include:
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.
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