Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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, overall investment goals, and the costs associated with the recommendation 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 reviewed 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
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.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
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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.