Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I am a Senior Financial Advisor and Vice President with Merrill Lynch in Mount Kisco, New York. My team and I help clients and their family members manage multiple aspects of their financial lives. We serve clients with care and approachability, attesting to our deep-seated interest in their long-term welfare.
I’ve worked in financial services since 2008. I have particular depth helping union members navigate important decisions about retirement and the impact of that transition on their investments and income stream. I also advise small business owners about the intersection of their professional and personal finances. Clients come to me with a range of needs. I welcome that interaction and am honored by their trust. I want to be the first phone call they make—whatever the issue—and won’t rest until I track down an answer. I pride myself on generating lasting ties with clients, grounded in warm and genuine relationships.
My goal is to help clients make informed decisions by evaluating opportunities and capitalizing on offerings. My work is tailored and personalized. Clients know how important they are to me because I show them through my actions. Service is something easy to talk about and harder to do. I make it my priority to deliver on—and exceed—client expectations.
In my free time, I love to travel—especially to Italy, but wherever my wanderlust takes me. I also enjoy the outdoors, golf, and photography.
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Insurance Associate Specialist
Senior Wealth Management Lending Officer #600640
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.