Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I joined Merrill Lynch in December 1997 and have been in the financial services industry for over 40 years. Prior to joining Merrill Lynch I was a Senior Vice President-Investments and Branch Manager of Prudential Securities for 14 years. My primary business focus is advising clients on wealth management and accumulation of assets. Clients include individuals, corporations, Taft-Hartley and retirement plans—which include 401K’s and IRA’s. As a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards received in 1980, I focus on designing customized portfolios. Beginning with the review of an investment policy statement, we first establish appropriate risk boundaries. Once risk levels are established, we build customized portfolios through an asset allocation process, and monitor risk and performance over time, as dictated by the original investment plan. Trusted advisors such as attorneys and CPA’s with their approval are usually involved to manage various life changes that may occur.
I have been a resident of New Hampshire for over forty years. I am also past-President of the Manchester Rotary Club, helped found the Farnum Center--an alcohol and drug abuse facility and founded the Bedford Soccer League.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.