Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch 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
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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.
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
*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.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.