Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. My access to the investment insights of Merrill Lynch and banking convenience of Bank of America helps address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I joined Merrill Lynch in March, 2016. Prior to joining Merrill Lynch, I was engaged in the private practice of law. I earned a Bachelor of Science (B.S.) degree in Business Administration from Ramapo College of New Jersey, a Juris Doctor (J.D.), cum laude, from Widener University School of Law (Delaware Law School), and a Master of Laws (LL.M.) in Taxation from Villanova University School of Law. I was admitted to the Pennsylvania Bar (1993), New Jersey Bar (1993) and New York Bar (2001) and several federal courts including the United States Tax Court. Between college and law school, I worked for a real estate company. Upon graduation from law school I worked as a staff attorney for the Travelers Insurance Company. Later in my career, I worked as a senior tax consultant with Big 4 accounting/consulting firm Deloitte. After Deloitte, I practiced law until joining Merrill Lynch. Although I have a combined 23 years of legal and tax experience, I do not provide legal or tax advice in my role at Merrill Lynch. However I do leverage my legal, tax and estate planning knowledge in my work as a Financial Advisor.
Ramapo College - BS Business
Villanova University - LLM Tax
Widener University - JD
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
We offer you access to the investing insights of Merrill Lynch 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.