Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
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A Focus on Clients, a Passion for Wealth Management
We believe wealth management is a thoughtful, ongoing process, not a single transaction. Your strategy, and the diversified portfolio of investments that powers this strategy, should be based on your unique circumstances, your values and your vision of the future.
A Goal-Centric and Personalized Process
We spend considerable time and energy in discovery to understand your core values, life goals, key relationships and family dynamics, and we complete a diagnostic analysis of your balance sheet, income and expenses, and non-investment assets and liabilities. Upon completion of our analysis, we share our thoughts on the strengths and weaknesses of your current strategy, as well as our ideas for you moving forward.
Who We Work With
We work with successful families, couples and individuals, including business owners, entrepreneurs and corporate executives. Each client is unique, but they often share common values around family, education, a strong work ethic and philanthropy.
Multi-Generational Wealth Preservation
You know your family, we know Trust & Estate Strategy. In coordination with your attorney, we make powerful and complex structures such as GRATs, GRUTs, CRATs and CRUTs understandable. We guide our clients to leverage these advanced techniques to maximize tax efficiency and align their core values with their next generation wealth transfer plan.
We are proud of the strong connections we've developed with clients and their families over the years. A number of clients have been with us for more than a decade, and many of our relationships with families span multiple generations. Our commitment to clients and the strong relationships we build with them are the pillars of our durable relationships.
Our commitment to you:
Core investment tenets include:
You know your family, we know Trust & Estate Strategy. In coordination with your attorney, we make powerful and complex structures such as GRATs, GRUTs, CRATs and CRUTs understandable. Our clients leverage these advanced techniques to maximize tax efficiency and - most importantly - to maximize alignment to their core values and intentions for their family.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
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.
NMLS #588931
Wealth Strategist
Merrill
Wealth Management Banking Specialist
Merrill
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 understand that both your life and the financial markets can change over time. By 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right AdvisorTM
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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