Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Choosing the right financial advisor could be one of the most important decisions of your life. That is why I am excited to get to know you and understand the unique needs of you and your family.
Every investor is different and I understand this. We all have different needs, aspirations, desires, and life goals. Here are Merrill Lynch, we define these as your 7 Life Priorities. When we meet, we will have a robust conversation about what matters most to you. By utilizing this framework, it will help me understand the opportunities and challenges ahead of you and the best way to navigate the path.
By working through an established process, we will collaborate with you throughout your life to address these 7 Life Priorities and stay on track. It is my goal that you understand where you are today, where you would like to be tomorrow, how you will get you there, and to ensure that your strategy is working with regular communication and review.
I strive to provide highly personalized strategies to all of life’s financial challenges, however I do have several areas of professional experience. An area I have dedicated significant resources is in Longevity Planning. The reality is that most people will need some form of long term care either in the home or at a dedicated rehabilitation facility. Ignoring this reality and putting off the discussion could potentially spell trouble for your future financial strategy. Working alongside your CPA, Attorney, and any applicable Medical Professional, we will create a concise and clear plan of action. From there, we can address any wealth transfer strategy to ensure your legacy will continue exactly as you have envisioned.
What if, however, you find that you currently have a loved one who needs or is receiving long term care right now? We understand that being the primary caregiver or point of contact and financial decision maker can be often confusing and exhausting. My team of dedicated longevity specialists can help you understand your role and help you in creating a plan to address the financial needs of the impacted loved one. Our goal is to make your life easer – the best way for us to help you is to simply start the conversation.
Switching gears slightly, I think it is important to note that I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help you pursue your investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third-party investment managers’ strategies, funds, or portfolios.
I hold a Series 7 and Series 66 FINRA registration and also hold all applicable Insurance Licenses in the states in which I conduct business. I am a graduate of Quinnipiac University School of Business with a Bachelor of Science degree in Entrepreneurship and Small Business Management. I am active in the local community and am a member of the area Chamber of Commerce. I am also a member of F&AM Musconetcong Lodge #42 in Mt. Olive and a proud supporter of the Intrepid Fallen Hero’s Fund that provides support for active and retired Armed Forces members and their families returning from combat with traumatic brain injuries. I am proud to be a Merrill Lynch Financial Advisor since joining the firm in 2016.
Whatever life brings your way, and whatever your life priorities are, myself and Merrill Lynch coupled with the resources of Bank of America and U.S. Trust are a winning combination.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.