Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Senior Financial Advisor & Vice President with professional designation of CRPC® at Merrill Lynch Global Wealth Management based in Reno Nevada.
My primary focus is helping clients organize their financial lives by developing & maintaining tailored wealth management strategies based upon specific financial needs, expectations & desires,…to do this, I leverage my 23yrs of experience in the financial services industry, as well as the depth & breadth of services, strategies & technology available through Merrill Lynch. I practice disciplined periodic contact & communication in order to address my client’s constantly changing financial situation & ongoing needs, making necessary adjustments to strive for long term success.
I have been in the financial services industry since 1993, & became a Financial Advisor at Banc of America Investments Services Inc. in 2004, merging with Merrill Lynch in 2009. My prior experience as a Bank Manager for Bank of America positions me to understand & effectively address my clients' full financial picture in order to create a successful investment strategy. Utilizing a defined process, I advise clients on, & guide them through accumulation, preservation, and transfer of wealth by creating & monitoring tailored wealth management strategies.
Together with Merrill Lynch and Bank of America Specialists, I offer clients a wide range of services, including: retirement plan creation, portfolio development, liability management, education expense planning, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream. In addition, I also provide sophisticated actively managed investment strategies, as well as liquidity and alternative investment strategies.
|Please call me to create a plan designed around your specific needs, expectations & desires, or simply to help ensure your financial strategy is on track. My direct office line is 775-688-5701/toll free 866-688-5701, or email me at firstname.lastname@example.org.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
**Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.