Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Walter joined Merrill in 1978 after working with the New York Stock Exchange. Based on discipline and creativity, his experience has contributed to his entrepreneurial skills, aligning life priorities to those uniquely successful families and businesses he serves. Music study at an early age formed an integral part of his life and was later manifested in operating a lucrative business in the entertainment industry. The skills of musical performance, original composition, arrangements and management led to the building of a thriving enterprise at Merrill. Walter’s caring creativity and disciplined oriented approach provides clients with individualized recommendations that place their needs and goals first. He actively listens and communicates throughout the process to find investment strategies which are designed to grow and preserve wealth for families, companies and non-profits. He leverages the internal research and all available resources at Merrill Lynch Wealth Management to provide clients with access to an array of investments and services that support their lifestyle and objectives.
Walter’s business with Merrill was based for 21 years in the US Virgin Islands with a dedication to community involvement. Being a lifelong Rotarian, he provided financial guidance sitting on numerous non-profit boards including Caribbean Dance Company and Island Center for the Performing Arts. He mentored students participating in the Future Business Leaders of America Organization, as well as, lectured at the University of the Virgin Islands and Good Hope High School. Walter continues to actively support the Women’s Coalition of St. Croix.
Beta Gamma Sigma and Omicron Delta Epsilon, International Honor Societies for Business and Economics, respectively, honored Walter for outstanding scholastic achievement while attending St. John’s University’s BA and MBA Economics program. He is a dedicated participating voting member of the American Economic Association.
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.
St John's University
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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 offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 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.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.