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
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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.
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.
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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.