Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Financial Advisor, I leverage on the investment insight of Merrill and banking capabilities of Bank of America to help my clients, their families and businesses achieve their financial goal at every stage of their lives. Together with the experienced support specialists and resources in our organization, I focus on helping individuals, businesses and families by providing long term goal-based investment and financial advisory strategies.
I love to help and serve people, and this is the foundation of my practice!
My mission is to positively influence every individual I come in contact with; either through healthy interactions about their passion and what they deeply care about, asking probing questions about their life priorities or guiding them to help achieve their goals. I love learning about people, and their value system – this passion for understanding and helping others prompted me to learn foreign languages to facilitate better communication with people around me. I quickly found that by helping others, I flourish!
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I am very passionate about cultivating long lasting relationships by providing an optimal client service experience and a disciplined approach to investing, while helping them pursue their goals.
I graduated from the University of North Carolina at Charlotte with a Bachelor of Arts in Philosophy and Psychology. I reside in Charlotte with my pit bulls, Cher and Johnny, and find solace in its rich blend of sports, arts and multicultural opportunities. I disconnect periodically to explore my passion for travelling, volunteering, cooking, writing poetry and facilitating leadership skills in teens.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in volunteering my time helping some organizations in our community.
Some of the organizations that I volunteer my time with include Pachmond Initiative, Envision Youth Program, 100BlackMen, American Red Cross, Big Brother Big Sister, United Way and UNC Charlotte Alumni Foundation. I believe it takes a community to raise a child, so I try to lend my time, treasure and talents whenever I have such an opportunity.
English, French, Spanish & Yoruba
UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE
University of North Carolina System
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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.
Structured Credit Specialist
Wealth Management Lending Officer, NMLS #1530990
Wealth Management Banking Specialist
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 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
*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. Merrill Lynch Wealth Management 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 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.