Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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We focus on clients' needs with a holistic approach, taking into consideration their investment objectives, time horizon, liquidity needs, short- and long-term goals and risk tolerance. We begin by forming a conceptual understanding of you, your family and the context of your business and professional life. We look at your financial life in total and together we establish a working list of objectives, such as funding higher education expenses, retirement income planning and passing your wealth to the next generation.
After we get a clear picture of where you want to go, we will help you chart a strategy. Your strategy will incorporate your time horizon, your risk tolerance, liquidity needs and realistic expectations about investment performance.
Thoughtful implementation can add value to the wealth management process. We take into consideration significant, available information — notably from Merrill resources — before we help you allocate portfolio assets.
We conduct periodic financial reviews and make suggestions to help keep your asset allocation aligned with your objectives. We will re-examine your overall strategy to help keep your investments timely and on target as market conditions change, offering strategic adjustments as necessary.
One of our most important strengths is deep experience in the unusual demands of wealth.
Our team's knowledge encompasses a very wide range of financial services. We can address various aspects of your financial life, from daily transactions to designing long-term strategies.
In today's complex market environment, we believe a group of diverse individuals with different backgrounds and skills have an edge over an individual advisor. In working with us, we believe clients can benefit from the combination of our individual strengths and experiences.
We can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals. So whether you’re planning your retirement, saving to buy a home or fund a child’s education, We’ll start by getting to know you and how you feel about the following seven life priorities.:
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Advisors” 2019 and 2020
Barron’s Top 1,200 Financial Advisors in 2014, 2015, 2016, 2017, 2018 and 2019
Forbes “America’s Top Next-Generation Wealth Advisors” 2018
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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 we can help you create a financial approach that reflects your personality. Only then can we 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.
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.