Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Financial Advisor at Merrill Lynch Wealth Management, I take a holistic approach to growing and managing wealth. This process begins with getting to know each client as an individual – taking the time to learn about your unique needs, concerns and priorities across all areas of your life – so that together, we can develop financial strategies that are aligned with and support what it is you want to achieve.
When you work with me, you’ll receive personalized, attentive service delivered in a way that works for you. In addition to benefiting from a deep relationship with a dedicated advisor, you’ll gain access to the investment insights of Merrill coupled with the banking convenience of Bank of America that can help address various aspects across your financial life.
I bring broad business experience to my practice, having previously served in Marketing Communications, Sales and Client Service roles, and having co-founded a change communications consulting firm. I received a bachelor’s degree in Communication Studies from Fairleigh Dickinson University, Madison, New Jersey, and an M.B.A. in Marketing and Entrepreneurship from Rutgers, The State University of New Jersey. I hold Series 7 and Series 66 FINRA registrations.
I reside in New Jersey with my two beautiful daughters and golden doodle. I’m a voracious reader, podcast enthusiast, enjoy running and yoga, and love to experiment in the kitchen. I also revel in home DIY projects and entertaining.
It’s my mission to deliver exceptional, personalized service to my clients, and it’s a great privilege to be able to help you pursue your life goals – whatever they may be.
For me, service extends beyond my career and clients. I follow the deep-seated Merrill tradition of participating in the communities we serve, dedicating time to volunteering with organizations in my community, including the March of Dimes.
Fairleigh Dickinson 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.
Wealth Management Lending Officer
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 periodically 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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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 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.
We will work to help you stay on track, regardless of what the markets are doing.