Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
During my long career (three decades and counting), I've gained extensive knowledge working at prestigious firms on the wholesale and retail sides of the financial industry. Since 2002, I've been privileged to work directly with affluent clients who can benefit from the value I provide. Many are independent women, spouses, divorcees, and widows.
We cater to an impressive, multi-generational clientele in the St. Louis area and 22 other states. Given the opportunity to visit clients nationwide, I also speak to and educate women's groups in those areas, on topics of investing and developing wise financial habits.
As part of my friendly, yet disciplined discovery process, I help clients identify and prioritize goals. By listening, I can appreciate their personal aspirations, greatest fears, and their comfort with risk. Using my knowledge, the input of my team and Merrill thought leadership, I craft a financial roadmap for clients that include retirement and estate planning strategies.
WHAT DO I BELIEVE?
Superior wealth management is a process, not a one-time event. That's why I stay in touch with clients and urge them to update me as situations change. The most viable financial strategies evolve over time and require consistent review of a client's health and other factors. My hands-on, hands-held approach is how I help clients take small, but critical steps toward new opportunities.
WHAT MAKES ME PROUD?
• Helping clients sustain their financial and emotional strength after losing a loved one or experiencing divorce.
• My desire to help clients move toward a fulfilling retirement – I hold the Chartered Retirement Planning Counselor (CRPC®) and Certified Plan Fiduciary Advisor (CPFA) designation.
• Bringing financial education to local high school students and previously serving as a board and committee member for Foster and Adoptive Care Coalition
• My wonderful husband, Mike, and our awesome son.
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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
Employee Benefits Specialist
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
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.
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.