Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
We are a team of experienced advisors who work with successful individuals and families who have created significant wealth through decades of hard work and sacrifice. The families we work with lack the time, expertise, resources and/or interest in managing their own wealth and entrust that responsibility to our team - allowing them to spend their time and talents where it belongs - on their work and their family. Our goal is simple - to understand what matters most to you.
A Relationship Focus
While every client is unique and have shared with us their own personal success story, many are first generation wealth builders that share common values around family, education and work ethic - who also value a deep-rooted personal relationship with their advisor. While our clients represent a broad brush of industry, some of the clients we work with most include multi-generational families, small family businesses, entrepreneurs and corporate executives.
In addition to comprehensive wealth management for veterinarians and veterinary specialists, we have significant experience in working with practice owners on potential merger and acquisition opportunities. In working with our deep network of strategic partners who specialize in the areas of law, lending, and tax compliance for veterinary practice sales, we can deliver a seamless experience.
A Goal-Centric & Personalized Philosophy
We spend considerable time and energy to understand you, your goals, your financial needs, your tolerance for risk and your family dynamics. We understand that these factors can change over time – so it’s important for us to remain flexible in our approach.
Our experience has been that client's interests and goals are more attainable when your advisors work together. For many of our clients, we are the quarterbacks who coordinate their relationships with their other advisors - including their attorney, accountant, insurance agent, etc.
We are long-term investors who believe in asset allocation, diversification, and risk management. We leverage our collective experience and resources at Merrill to construct a customized portfolio based on our clients’ unique goals and appetites for risk.
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 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.
Bank of America, N.A.
Alternative Investments Regional Specialist
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 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 will work to help you stay on track, regardless of what the markets are doing.
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.