Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
After more than two decades working on Wall Street, I understand that Private Wealth is more than just about money. It's a way to manage the complex balance between life, wealth and goals to accomplish your objectives and live the life you've always dreamed.
Who I Work With
My select client base includes C-Suite executives, entrepreneurs, business owners and multiple generations of wealthy families/family offices that value an advisor with a comprehensive understanding of wealth's demands. My clients are all smart, successful, busy people, many of whom do not have the time or inclination to manage their complex finances effectively. I simplify their lives so they can focus on those activities that are important to them, whether it be their families, business or philanthropic endeavors.
How I Can Help
I present my clients comprehensive customized strategies that enable them to fulfill their personal and financial goals. The guidance and education I provide is based on a deep understanding of my clients' needs and concerns, complemented by over two decades of both my personal and professional financial experience. My high-touch service model incorporates the full suite of family office services, including account monitoring, timely updates, online and in-person assistance and liaising with all your trusted other advisors.
· Member, Young Professionals Council & Liaison to Senior Board for the American Red Cross
· Advisory Board Member, Mount Sinai Center for Multicultural and Community Affair
· Member, Estate Planning Council of New York
· Chairman Emeritus, New York Cares Rising Leaders Committee
· Member, A Leg To Stand On - provides free orthopedic care to children with limb disabilities in the developing world
· New Yorker, currently residing in Tribeca with my wife and daughter
· Graduate of Franklin & Marshall College and Horace Mann School
· I enjoy tennis, travel, food, photography and biking
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.
Franklin & Marshall College
Our experts examine the forces that are changing the world – and how they may impact your life
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 642155
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.