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. Here at Merrill, we define these as your 7 Life Priorities. When we meet, we will have a robust conversation about what matters most to you. By utilizing this framework, it will help me understand the opportunities and challenges ahead of you and the best way to navigate the path.
By working through an established process, we will collaborate with you throughout your life to address these 7 Life Priorities and stay on track. It is my goal that you understand where you are today, where you would like to be tomorrow, how you will get you there, and to ensure that your strategy is working with regular communication and review.
I strive to provide highly personalized strategies to all of life’s financial challenges, however I do have several areas of professional experience. An area I have dedicated significant resources is in Longevity Planning. The reality is that most people will need some form of long term care either in the home or at a dedicated rehabilitation facility. Ignoring this reality and putting off the discussion could potentially spell trouble for your future financial strategy. Working alongside your CPA, Attorney, and any applicable Medical Professional, we will create a concise and clear plan of action. From there, we can address any wealth transfer strategy to ensure your legacy will continue exactly as you have envisioned.
What if, however, you find that you currently have a loved one who needs or is receiving long term care right now? We understand that being the primary caregiver or point of contact and financial decision maker can be often confusing and exhausting. My team of dedicated longevity specialists can help you understand your role and help you in creating a plan to address the financial needs of the impacted loved one. Our goal is to make your life easer – the best way for us to help you is to simply start the conversation.
It is also important to note that I am a qualified 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.
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 am a member of 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. 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.
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.
Wealth Management Banking Specialist
Merrill
Wealth Strategist
Merrill
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #584562
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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