Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch financial advisor, I work with individuals, families, and business owners with a focus on connecting all aspects of my clients' financial lives to help them prioritize and pursue the goals that matter most to them now and in the future.
Merrill Lynch’s Goals-Based Wealth Management approach puts the client, rather than the market, at the center of the wealth management process. Using an understanding of the client’s life as a foundation – including their priorities, goals, time horizon, liquidity needs, risk tolerance, objectives, and resources – I can recommend appropriate financial strategies to help them pursue their goals, assist them as they track their progress, and work with them to adjust their strategy over time.
I seek to provide my clients with the solid relationship that helps them better understand the available strategies and paths they can take. I do so while combining personalized service with the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America.
|Given all of the recent economic and legislative changes, most people agree that the complexities of managing their financial lives have greatly increased. Updating an overall strategy using the latest information is critical. That is why I focus on staying current on market moving events and their impact on my field.
After graduating from Skidmore College with a B.A. in Mathematics, I moved the New York City where I began my career in the Institutional Equity Business. After trading equities for the investment manager Alliance Capital (now AB Global), I transitioned to the "sell-side" as an equity sales trader where my clients were some of the largest investment managers, mutual funds, and hedge funds.
After servicing my clients through some of the most extraordinary and transformational market events, I now apply that knowledge and experience to providing strategies, stewardship, and stability to my individual clients to help them pursue their lifetime goals. As a fellow investor, I do this while building a relationship on trust, experience, and hard work.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
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.