Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
We are committed to earning your trust and serving present and future generations. We are focused on helping you solve the challenges that wealth can bring, and providing you access to the investment resources of Merrill and the banking convenience and Bank of America
The advice and specific strategies we provide are based on years of collective experience. We know that clients who create wealth often have definite ideas about what they want to accomplish and who they trust to assist them in the process. We intentionally limit the number of clients we advise which enables us to devote substantial time and energy to help evaluate and tailor individual strategies for you. This allows us to be responsive to your personal goals and to focus our time and talent on providing those services that contribute to simplifying your financial life.
Your vision for the future may include the values you wish to hand down to your children, grandchildren, and future generations. Our experience and attention to detail help create the environment for articulating, evaluating, and realizing that vision.
You will find that a relationship with us can go well beyond investment management, extending to the advice and strategies we offer that are intended to help prioritize and pursue what is important to you.
Through the ups and downs of the markets, our clients are driven to succeed. But as the scale of wealth grows, so does the importance of having a wealth management plan designed to address virtually every financial situation you may encounter.
Your plan begins by working with a GCCA financial advisor who asks thoughtful questions, understands your needs and views, and is prepared to contribute whatever time may be necessary to help you plan and pursue your goals, short- and long-term. Your plan may also be augmented with access to a global network of information, analysts and specialists, and the credit and lending capabilities of Bank of America.
To arrive at a goals-based wealth management plan designed specifically for you, we commit significant resources—both human and technological—to help you comprehend, monitor, and remain committed to your progress toward your goals. This is primarily done though periodic reviews that we conduct with you, which then allows us to make any necessary revisions due to changes in your personal circumstances or the financial markets.
We’ve built our reputation by demonstrating passion, commitment, and competence as we aspire to make sound financial decisions.
We believe that our clients benefit from our ability to offer access to sophisticated investment strategies through Merrill and credit and lending solutions through Bank of America.
You can expect dedicated attention, advice and personalized guidance. You will have access to the world-class research and insights from some of the brightest minds in the financial services industry. We can offer you a wide range of investment advisory and other financial products and services through one of the broadest and most open platforms in the financial industry.
We view every interaction with you and your family as an opportunity to listen and learn about what is most important to you. This allows us to have a more thorough and comprehensive picture of what you value most and how you structure your priorities. If you’re uncertain about how to pursue specific goals we can help you define and prioritize them.
Affluent individuals, families and their businesses share a common need for an advisor or advisor team they can trust. We stress to them that open communication is integral to a successful working relationship, and we believe that to be evident in virtually every interaction we have with clients.
Because we are adept at identifying clients’ visions and targeting their goals, our process appeals to an impressive variety of clients—surgeons and physicians, accountants and attorneys, corporate executives and entrepreneurs—as well as individuals and families throughout the United States. We pride ourselves on our ability to be responsive to clients’ questions, concerns, and personal goals and we focus on providing an extensive platform of services and tools that can contribute to simplifying our clients’ financial lives.
As our client, know that we are focused on helping you grow and protect your wealth, not only for you to build and maintain your financial independence but also to help you design and implement a legacy plan that includes present and future generations as well as any charitable goals you may have.
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
Forbes’ “America’s Top 250 Wealth Advisors” in 2018
Barron’s Top 1,200 Financial Advisors in 2019
Financial Times –“Top 400 Financial Advisers” 2016
Supported by the global resources of Merrill, our group 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 NMLS # 644475
Wealth Management Banking Specialist
Our experts examine the forces that are changing the world – and how they may impact your life
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we 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.