Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Wealth Management Advisor, my objective is to develop goals-based financial advisory relationships that address each client’s unique investment needs. I promote a systematic approach to planning and investing consistent with each client’s investment goals, risk/reward tolerance, time horizon and liquidity needs.
Through Merrill, I provide access to a wide array of financial services including customized wealth management strategies, retirement planning, estate planning services, college funding, insurance services. Access to banking services through Bank of America, N.A. I also provide advice and guidance pertaining to concentrated stock positions, company stock options, and alternative investment strategies when appropriate. In conjunction with these services, I am supported by specialists and access to BofA Global Research.
I earned my B.S. degree in Finance from Seton Hall University in 1995. I have been in the financial services industry since 1995 and have been working with Merrill Lynch Wealth Management since early 2009. I hold the Series 7, 9, 10, 24, 31, 63 & 65 FINRA registrations as well as the life/health insurance license in NJ & FL. I hold the Investments & Wealth Institute™’s Certified Private Wealth Advisor (CPWA)designation.
Residing in Edison, I am a lifetime resident of Middlesex County, New Jersey. I am married and have two daughters. I am an avid golfer and a member of the Metuchen Golf & Country Club.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Seton Hall University
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 I can help you create a financial approach that reflects your personality. Only then can I 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.