Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I'm very fortunate to work at Merrill Lynch, where the broad range of products and services help me to create innovative investment strategies to meet my client's needs. The services I offer cover many aspects of family wealth management, including cost-efficient investment portfolios, retirement, education planning, aging parent issues, divorce, estate planning services, and insurance.
Because all clients and families see their finances in a unique way, the investment guidance I provide is tailored to each client's risk tolerance and time horizon. Our discussion boils down to one question: what is the purpose of your money? Once this question is clarified, we create a strategy. By analyzing the most current research, and identifying potential impacts to clients' existing holdings, I try to get ahead of economic trends. During periods of volatility, I find that it is important to stay in contact to provide guidance, answer questions, and make adjustments as necessary. Creating cost effective portfolios is a paramount concern for most clients, so I make it a point to be transparent about costs.
Because I meet with clients regularly throughout the year, I grow to understand my clients' lives, goals and priorities, and can help prepare for the unexpected. It is my privilege to provide this financial guidance. I work with clients from a variety of backgrounds, and have an additional focus on helping women rebuild their lives financially after a divorce.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as The Weschester Community Christmas Dinner, and other volunteer work.
New York University
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.