Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
We bring shared ideas and resources to clients, offering a goals-based wealth management approach that puts them, rather than the market, at the center of the wealth management process. We can help identify and prioritize clients’ goals and then provide access to the global investing resources of Merrill Lynch and the banking convenience of Bank of America to address them. These goals might include planning for and funding children’s or grandchildren’s educations, ensuring that money lasts in retirement, covering potential health care costs, and preserving wealth. We then help develop a financial strategy aligned with those goals.
We believe it is important that you take positive steps towards your financial future, and that means getting more than just investment advice. We take the time to get to understand who you are, what you hope to achieve and what keeps you up at night. Using an understanding of your life and priorities as a foundation, we can work with you to build a goals-based financial strategy.
Clients at various stages in their lives count on us to help them find ways to pursue their financial and life goals, including:
Using the broad investing resources of Merrill Lynch, we can also assist with income management, education funding, retirement planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission we can also work closely with your other professionals, such as attorneys, accountants and other specialists, to help you pursue your goals.
We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:
Drawing upon research in the field of behavioral finance, Merrill Lynch 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 strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.
Supported by the global resources of Merrill Lynch, our 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.
Sr Structured Credit Exec-R
Senior Wealth Management Lending Officer NMLS # 642154
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
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.