Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 of 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, track, 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 preserve 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, 2020
Forbes’ “America’s Top 250 Wealth Advisors” in 2019
Barron’s Top 1,200 Financial Advisors in 2020
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.
ISG Portfolio Strategist
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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
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.
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.