Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
My career in the financial industry began in 1983. I have built a wealth management practice dedicated to providing clients, with tailored integrated investment plans by leveraging the vast resources of Merrill Lynch. Delivering excellent client service remains one of my top priorities, as I assist clients develop and implement detailed plans to help them meet their financial goals. I also work with families with special needs childern assiting them manage their Special Needs Trusts.
Prior to joining Merrill Lynch, I worked at Morgan Stanley in Red Bank, as well as Ziff Brothers Investment and Risk Enterprise Management, Ltd. in New York City. I am a graduate of Monmouth University in West Long Branch, NJ where I earned a Bachelor of Science Degrees in Finance and a minor in Economics. I also have the honor of being a member of the Beta Gamma Sigma international business fraternity. While attending Monmouth, I was the Vice President of Gamma Sigma Sigma service sorority as well as a Resident Assistant.
Currently, I am a member of the Monmouth University Business Council as well as a member of the Council’s Steering Committee. I support many student activities such as Career Discovery Series, Student Professional Speed Networking and Business Strategy Course presentations. I also volunteer for the annual Monmouth University Scholarship Ball committee and I am a member of the Shadow Lawn Society. I also particapate as a Financail Coach for the JBJ Soul Kitchen & EET Foundation. I am an active member of Shore WINS, a local women’s networking group. I donate my time to a number of charitable foundations including the Spring Lake Historical Society and mentor young professionals through Women’s Unlimited.
In my free time, I enjoy boating in the summer and skiing in the winter months. In 2010 I founded Vertical Vixens, a national woman’s ski club. The Fall, however, is my favorite season, as I am an avid football fan—I never miss a Giant’s game and I am the commissioner of my fantasy football league, Insane Interceptions.
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.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Monmouth Univeristy and Jon Bovi Soul Kitchen Foundation and other volunteer work.
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Wealth Management Banking Specialist
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, 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.