Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Headquartered in Glen Rock, New Jersey, we are a Merrill Lynch Wealth Management team committed to providing an exceptional level of care and responsiveness. Our client focus testifies to our interest in helping you achieve the life you envision. Our willingness to listen and to understand your personal concerns and goals enables us to develop a detailed plan designed to relieve stress, increase clarity, and achieve the long-term vision for your life and legacy.
Drawing on our multiple industry designations and decades of experience, our team employs a time-tested process. More importantly, we are engaged and enthusiastic problem-solvers, helping you grow, preserve, and transfer your wealth more effectively.
A six-member team, we have the depth and complementary skillsets to tackle a range of needs and priorities. Our financial advisors hold a number of industry designations:
We work with clients from diverse paths: business owners, executives, multi-generational families, retirees, and businesses. Whatever their background or circumstances, clients share the same primary concern, which is ensuring they maintain the proper track to reach their goals.
Our goal as a team is to help you tune out the noise and distractions of fads and headlines, and focus on integrated strategies for capital preservation, disciplined growth, and effective wealth transfer. Harnessing the renowned research and technology at our disposal, we help you develop a roadmap that reflects your unique circumstances and aspirations. We believe strongly in the value of diversification, rebalancing, down-side risk mitigation and detailed wealth planning as key components of your customized strategy. We also work in conjunction with your attorney and accountant, promoting clear communication and reliable leadership. The result is a thoughtful wealth framework flexible enough to weather diverse market conditions but tailored to your individual preferences, values, and risk tolerance.
Service is a fundamental pillar of our practice. If you have a question or need, we want to be your first phone call, for matters large or small. We are relentless in our efforts to dispel complexity, promote simplicity, and resolve uncertainty.
We know that your priorities evolve and change. We are eager to stay apprised of changes in your life, personal or professional, so we can better serve your needs. Through periodic reviews and face-to-face meetings, we will develop and refine a workable plan for pursuing your goals more effectively, whatever the market condition, fiscal environment, or life event.
We are honored that client referrals constitute the majority of our new relationships and work hard to validate that trust every day.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 431927
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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, 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 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.