Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I'm excited to join the Merrill Lynch Wealth Management team as a financial advisor. Having been in the Financial Services Industry for over 29 years, I've had the opportunity to learn and work with many industry leaders. I spent six years representing PIMCO Investments as a senior account manager focused on building and servicing Broker Dealers relationships. Before joining PIMCO in 2011, I worked at Nuveen Investments for 13 years on the National Accounts team as senior account manager responsible for building and maintain successful relationships with wire house firms. I had the opportunity to learn and perform multiple positions at Rittenhouse Asset Management for 7 years before the firm was acquired by Nuveen Investments.
Working with financial advisors to help educate them on the investment products and strategies, which I represented at PIMCO, Nuveen and Rittenhouse provides a solid foundation in my new role as a financial advisor. Now I can focus on helping individuals and their families pursue their financial goals. Having the investment insights of the Merrill Chief Investment Office and all the banking and lending services available at Bank of America provide the tools and investment strategies to help my clients achieve their goals.
I'm a graduate of the University of Delaware and enjoyed growing up in the suburbs of Philadelphia. My family relocated to the Chapel Hill area when my husband accepted a job opportunity at the University of North Carolina. We have two children, our daughter Jordan attends the University of Denver and our son Derek attends East Chapel Hill High School. When I'm not on the sidelines for a lacrosse games, I enjoy playing golf and tennis.
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.
University of Delaware
Learn about the MyMerrill Mobile App.
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.
Bank of America, N.A.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.