Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
First Vice President
Senior Financial Advisor
Hank joined Merrill Lynch in 1997 after over a decade in the banking industry. As a Merrill Lynch Senior Financial Advisor, Hank’s goal is to be the very best in his field in working with families, individual investors and business owners in the development and implementation of their financial and investment strategies.
Having access to an array of specialists, Hank advises clients on wealth accumulation, preservation and transfer through the creation of individually customized wealth management strategies utilizing a defined process. This process includes portfolio development, education planning, liability management, tax minimization, and asset preservation with a specific emphasis on helping to assure a lifetime retirement income stream. As a result of his banking background, Hank is also quite successful at assisting business clients in their banking and credit needs.
Hank knows the accumulation and preservation of wealth present different challenges and opportunities to each of the clients with whom he works. Each family and business owner has unique financial circumstances requiring individualized attention. Hank works closely with clients' other trusted advisors including attorneys and accountants to address clients' tax, trust, philanthropic and estate issues – including wealth transfer strategies – to truly be an “essential resource”.
Because there are many areas of financial interest to clients, Hank takes the time necessary to listen to and educate families and business owners about their choices and assist them in making thoughtful decisions appropriate for their current needs and aspirations.
Hank is a graduate of the University of Massachusetts-Amherst, where he received a Bachelor’s degree in economics with a minor in international finance. He also received a Masters in Business Administration from Bentley College. He currently resides in Manhattan with his wife Denise and two sons Jonathan and Harrison.
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.
Chinese & English
University of Massachusetts System
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, 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.
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.