Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Environmental, Social, and Governance (ESG) Principles
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CERTIFIED FINANCIAL PLANNER™ Professional Standards
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Our Holistic Approach to Achieving Client Goals
Goals-Based Wealth Management with a Focus on Environmental, Social, and Governance (ESG) Investing
Our Goals-Based Planning Process
Our approach is simple: work hard and do the right thing for our clients. We start by understanding the specific goals of the individuals, families, businesses, and non-profits we serve. This is followed by a deeper conversation to learn about our client’s assets, liabilities, and potential risks. We use this information to create a customized overall financial strategy that helps move our clients toward their goals while doing some good along the way.
Why do we focus on Social Responsibility?
Our clients care about the environment, society, and how the companies they invest in operate. When we understand our clients’ views on environmental, social, and governance (ESG) issues, we can design asset allocation models that align with their beliefs while yielding the returns necessary to help them reach their financial goals. ESG investing is not just something our clients can feel good about. It can also can serve as a powerful tool for portfolio risk management.
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.
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George Washington 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.
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 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 AdvisorTM
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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