Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
I focus on offering a comprehensive approach to managing wealth that 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.
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.
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.
Bank of America, N.A.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
May 12th, 2021|5:30 PM - 6:30 PM EDT
Join us at Merrill for a special virtual event centered around all things happiness.
What makes us happy? Most people are misguided or just plain wrong. Living our best life involves optimizing how we evaluate our life, how we experience it from day to day and how to live out our purpose. Following the model he pioneered with Blue Zones of Longevity, Dan worked with Gallup to identify the happiest regions of the happiest countries in the world and distilled their lessons. He also drew from data that represents 95% of the world’s population and a consensus of the world’s top experts to debunk some commonly believed myths. Using stunning National Geographic photography, Dan brings the stories and concepts to life, offering an evidenced-based, long-lasting strategy to set up your life to live your happiest life.
March 18th, 2021|1:00 PM CDT
Join us for The New Retirement: Will You Be Ready?. Featuring a conversation with expert panelists who will discuss trends that could affect the way you plan for and live in retirement.
March 17th, 2021|3:15 PM - 4:15 PM CDT
Join us for a special virtual client event: Megatrends The Idea Multiplier Virtual client event hosted by Michael Lawrence, Market Executive Merrill Lynch Wealth Management, in partnership with Vanguard.
March 31st, 2021|3:00 PM - 4:00 PM CDT
Selling a company can be the largest and most important deal of a business owner’s career. Regardless of what prompts the sale, selling a business is a high-stakes transaction, with far-reaching financial and emotional consequences. The outbreak of COVID-19 and the efforts around the globe to contain its spread have resulted in dramatic business disruptions and economic turmoil, raising many new considerations for parties participating in proposed or pending M&A transactions.
While the impact has shuttered businesses across all industries, many companies have not only survived but have continued to focus on value building.
Please join our expert panel of M&A professionals as they discuss the economic impact and opportunities for companies with enterprise values of fifteen million to over a billion.
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 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 will work to help you stay on track, regardless of what the markets are doing.
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.