Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Following more than a decade of upper level retail management with focuses on operational finances and customer relationships, I joined the Merrill Lynch team in 2015 due to their proud heritage and unparalleled resources dedicated to helping achieve client goals.
Helping others improve themselves and reach their goals through the development of personal relationships is a core value of mine and something I have always been passionate about. I have been blessed to not only coach people but also help equip them with the tools and resources they need to achieve success. I have had the opportunity to help people of all ages and backgrounds both literally and figuratively climb mountains, save for special purchases, grow in their careers, and experience the joy that follows seeing through a well thought out and properly executed plan.
Excelling at relationships with clients and my unwavering commitment to fully understand their situations, I assist in the establishment and prioritization of personal goals by connecting all facets of their lives. While each situation is unique, goals can include retirement income level, long term care, education funding, gifting desires, tax minimization needs, wealth transfer and/or estate planning services. I then develop a customized plan in line with my client’s feelings, attitudes and beliefs utilizing an experienced team of specialists in pursuit of achieving desired goals.
I am a firm believer in addressing both sides the balance sheet. Through Bank of America, I offer access to Wealth Management Lending Officers and Relationship Managers who can draw upon an expansive array of cash management and loan solutions designed to fit seamlessly into my client’s overall plan.
The passion for helping others learn and achieve their goals combined with real world knowledge of business, a B.A. from Drury University, the power of Merrill Lynch and the banking resources of Bank of America allows me to be committed to providing exceptional and memorable client experiences that develop lasting relationships beyond a single generation.
*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
UHNW Insurance Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.