Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I have had the privilege of servicing clients in the finanical industry since 2012. I feel so blessed that every day I can make a positive, meaningful impact with my clients, my community and my family. Being a financial advisor has allowed me to build tremendous relationships that span multiple generations with many of the families that I serve.
When you meet with me, you will find that I have honed my process to ensure that I am providing the highest level of service to my clients, their CPA's, attorneys, and the friends and families they refer. I will never start with recommendations. Instead I will focus in on what is important to the individual by developing a personalized strategy to help them reach all of their personal and financial goals. I will then review our goals (at least annually) to ensure that they are still on track and make any adjustments that are necessary due to changes in the economy or in their situation.
I find that the clients I work best with value advice and are working on multiple complex objectives such as planning for retirement, creating income in retirement or creating a family legacy with the wealth they have accumulated. In addition to working with individual investors, I also work with many successful business owners.
For my business clients I work with their CPA's to implement business retirement plans, key man insurance and succession planning.
Finally, I would like to let you know a little bit more about myself and my passions in life. I have an amazing wife who is a nurse and I help her by volunteering my time at the nursing home she works for. Additionally in my time away from the office, I love to be acitve and compete yearly in obstacle course races to help stay fit and travel as much as I can.
William Paterson University
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 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.