Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I spent 6 years studying finance and economics before starting my career with Merrill Lynch Wealth Management. After obtaining my Bachelors in Finance with a minor in Economics I continued my studies and obtained my Masters of Business Administration with a professional certificate in Investment and Finance. Through my studies I remained extremely interested in portfolio investing, running a number of high net worth portfolio simulators and studying the outcomes. I also wrote papers on the correlation between international events and global economics, as well as analytics of real-estate investments. Throughout my college career I served in the Army National Guard and was selected as the 2014 New Hampshire Soldier of the Year.
After my years of collegiate studies, I joined the Merrill team in 2016 and began working towards my goal of helping individuals understand their finances through educated and professional investments. Since my arrival I have achieved my registration requirements and currently hold FINRA’s series 7 and NASAA’s series 66 registrations. As a Financial Advisor I focuses on bringing together all aspects of my clients finances by leveraging the partnership between Merrill Lynch Wealth Management, Bank of America and Bank of America Private Bank (formerly U.S. Trust.)
I help with needs such as,
• Understanding your portfolio and the investments being held.
• Whether certain investment strategies align with your goals.
• Exploring different home financing options.
• Banking and lending relations.
• Business banking possibilities.
• Estate planning services.
*NMLS ID 1644766
Plymouth State University
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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.
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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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.