Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
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
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Plymouth State University
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.
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.
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 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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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 will work to help you stay on track, regardless of what the markets are doing.
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.