Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
I focus on helping clients align their financial decisions with their financial goals. My process begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change.
I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
Previous to my career as a financial advisor with Merrill, I spent 9 years working in non-profit fundraising. I greatly enjoy helping clients manage their philanthropy and charitable estate planning.
Benedictine College
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.
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 Lynch
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #796681
Trust Specialist
Bank of America, N.A.
January 31st, 2021|1:00 PM - 1:30 PM CST
What a vaccine, changes in Washington and a shifting geopolitical landscape could mean for the global economy, the markets and our financial lives.
Click Here to watch replay
For more information: 952.820.1978 or matthew.vettel@ml.com
January 25th, 2021|5:30 PM - 7:00 PM
Please join us for an at-home cooking demonstration with Kristen Brogan from On Target Living.
Kristen is the executive chef to Governor Gretchen Whitmer and also works as a consulting Dietitian for her family's health and performance company, On Target Living.
Three steps to see and hear the webinar:
For more information: 952.820.1978 or matthew.vettel@ml.com
February 3rd, 2021|3:15 PM - 4:15 PM CST
We are excited to welcome back Merrill’s Market Strategist, David Koh. David will provide us with insights around the current market environment & where our Chief Investment Office believes we stand in this multi-phase recovery.
Three steps to access the webinar:
For more information: 952.820.1978 or matthew.vettel@ml.com
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. |
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