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.
Following more than a decade of upper level retail management with focuses on operational finances and customer relationships, I joined the Merrill 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.
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
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.
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.