Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Choosing the right financial advisor could be one of the most important decisions of your life. That is why I am excited to get to know you and understand the unique needs of you and your family.
Every investor is different, and I understand this. We all have different needs, aspirations, desires, and life goals.
So what do you want out of life? A simple question with a difficult answer. We add value to our client's lives by helping them answer this. How do we do it? Keep reading to learn more.
Our clients have many different goals and come from all walks of life. And just like a fingerprint, no two investors are the same. This is where we come in. When you decide to work with our team, we start with a financial plan to understand where you are today and where you would like to be in the future addressing your unique risk points along the way. Only after we take this first step can we begin to introduce solutions to help navigate the path.
We help our clients by reducing their stress, providing them with greater confidence, and ultimately giving them more control over their financial future.
As a CFP® professional, I always work in your best interest and welcome the opportunity to show you what makes my process so special. I have always and will always put client interests first and am committed to the CFP® Board of Standards rigorous requirements in the areas of education, experience, and ethics.
I am also a qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help you pursue your investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment managers’ strategies, funds, or portfolios.
What drove me to Merrill? I think our founder Charles E. Merrill said it perfectly - "The interest of our customers must come first." This is the code we follow every day to ensure we are delivering the sound guidance that our clients have come to expect.
I hold a Series 7 and Series 66 FINRA registration and also hold all applicable Insurance Licenses in the states in which I conduct business. I am a graduate of Quinnipiac University School of Business with a Bachelor of Science degree in Entrepreneurship and Small Business Management. I am active in the local community and participate with the area Chamber of Commerce. I am also a member of F&AM Musconetcong Lodge #42 in Mt. Olive and a proud supporter of the Intrepid Fallen Hero’s Fund that provides support for active and retired Armed Forces members and their families returning from combat with traumatic brain injuries. When I'm not in the office you'll find me in the local CrossFit gym, playing golf with friends, or spending some time on the water. I am proud to be a Merrill Financial Advisor since joining the firm in 2016.
Whatever life brings your way, and whatever your life priorities are, myself and Merrill coupled with the resources of Bank of America and Bank of America Private Bank are a winning combination.
On behalf of myself and my team, we look forward to meeting you.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Wealth Management Banking Specialist
Merrill
Wealth Strategies Advisor
Bank of America, N.A.
We understand that both your life and the financial markets can change over time. By 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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