Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Dustin has been with the Firm serving various roles, since 2003. His focus is on developing strategies and solutions based upon his clients risk tolerance, time horizon, liquidity needs and overall investment goals, for high net worth individuals, their families and their businesses.
Dustin’s approach to wealth management puts you at the center of all he does. By taking the time to listen to his clients and review their individual financial situations, preferences and goals he can see where his clients are today and where they want to be tomorrow. Using this knowledge he recommends asset allocations which are tailored to reflect his client’s needs and aspirations. Finally, Dustin follows up with discussions covering a wide range of opportunities, including investments, business services, retirement and estate planning services. All of this leads to a customized strategy that is designed and monitored to assist his clients in finding confidence and helping them reach their financial goals.
Open and honest communication is the cornerstone to building a life long relationship with his clients. This requires a solid, scheduled review process and, more importantly, availability for questions or concerns that may arise in between. Dustin strives to be available to guide and advise his clients through anything that life or the markets can unveil, an essential partner in their financial lives.
Dustin has been a resident of the Las Vegas valley for more than 20 years. He enjoys giving back to the community through a number of local charities. In his free time, Dustin is an avid reader, loves to listen to live music and travels whenever possible.
University of Nevada - Las Vegas
University of Surrey
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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.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.