Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Profile

You’ve worked hard to have your life moving in the right direction. The opportunities ahead for enriching your life can be both exciting and complex to pursue. You have a choice to make; you can work toward them independently or collaborate with an advisor, making important decisions together.

Successful business owners and career professionals have enough stress in their lives without adding the decision-making that can accompany wealth creation and preservation. I strive to create an intimate environment where your aspirations and concerns can be discussed freely and without judgment. These conversations are essential for designing an individualized plan for your future, while helping you enjoy a lifestyle intended to be less vulnerable to market ups and downs and geo-political events.

The unpredictable nature of the financial world drives my conviction that planning ahead of time and having a backup plan can help you remain focused on your goals. Some of your goals can be broken down into smaller increments that can make it easier for you to follow the action plan we agreed upon. For long-term goals, such as retirement, we might work backwards and follow a financial strategy that takes on the least amount of risk that is consistent with your lifestyle needs and goals.

One of my objectives is to help bring order to your financial life. I follow a 360° planning discipline that examines both sides of your balance sheet. I can assist you with credit, lending and budgeting, helping your daily finances run more smoothly. The financial practices that we can incorporate into your life today are designed to help you attain the financial freedom to experience more of what life has to offer without regrets or reservations.

Personal background

I studied film in college and consider myself a storyteller. It is one of the reasons I enjoy connecting with clients, learning their background and helping them create their own narrative for the direction they want to take their lives.

Before joining Merrill in 2021, I worked for J.P. Morgan Chase for eight years, both as a banker and financial advisor. As a Portfolio Advisor at Merrill, in addition to providing traditional advice and guidance, I can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios.

In my out-of-office time I volunteer with Habitat for Humanity and participate in the Rotary Club of Bay Shore. Health and wellness are passions of mine which I try to incorporate into my daily life. I practice martial arts, enjoy many types of film genres and play tennis where I reside in Brooklyn.

  • EDUCATION

    Bay Shore High School

    Hofstra University

Professional Staff

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.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My process enables you to make the most of your time, energy, and resources. It is an approach designed to foster clarity and conviction in pursuit of your vision for the future. With this process, I help you take greater control of your life's narrative, empowering you to spend your time on what you're most passionate about and what you find most purposeful. 

Philosophy

Money is an essential part of our lives, but it need not be the primary focus. If we shift our mentality and approach from chasing money to pursuing impact, passion, and purpose, we can use money as a tool to build a life doing what we love and find most meaningful.

It is important for us to become intentional about our philosophy when it comes to money, treating it as a tool, not an end goal. Just as we understand the applications of mathematics, our philosophy should be to spend our resources deliberately and mindfully to pursue the lifestyle we want. We must understand that money is just one part of the process in achieving our dreams and goals; it does not define us or dictate our dreams. We define and create the life that we choose to live. We have the potential to do great things in this world, and money can help us make the impact that we want.

Approach

An effective approach to wealth management requires working closely with you to help identify and define your goals. The process begins by understanding what matters most to you. We help create a financial strategy to pursue your goals that reflects your investment style and is built around your life plan.

Whether you are focused on growing, preserving or transferring wealth the team is committed to helping you address your financial goals at every stage of your life.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Regarding your finances, it is important for you to know exactly where you are, where you want to go, and how much you may need to get there. We work together to develop a personalized financial strategy, providing access to the investment insights of Merrill and the banking convenience of Bank of America, to help you plan for your financial future. We provide transparency on potential risks and opportunities and what you’re paying for and what you’re getting. Understanding that life needs and market conditions can change, we will meet with you to help ensure your strategy stays on track in pursuing your goals and to adjust your approach as needed for the journey ahead.

Focus On Individuals, Families and Small Businesses

I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals

Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Staying on Track

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.



Reviews to help you
stay on track

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.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

    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

      Let’s Have a Conversation

      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.

      Why Merrill?

      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.


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      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.

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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.