Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
The investment insights of Merrill, along with access to the banking services and lending solutions of Bank of America, can offer a range of potential opportunities in today’s fast-moving economy. In this environment, we believe you should have a financial advisor who asks thoughtful questions, can call upon a global network of specialists and can offer thought leadership that can be instrumental in helping you pursue your financial goals.
Focusing on serving the best interest of your clients teaches you a lot about what it means to help a family grow and preserve their wealth; about the importance of understanding where you are today and the priorities in life that define where you want to be in the future. Ranging from retirement to leisure to funding your children’s college education, the focus in working with you is to ensure that your personal financial plan is continually aligned to the goals that matter most to you and your family.
As a client you are provided with the full range of services and benefits associated with the investment insights of Merrill and 24/7 access to the banking convenience of Bank of America. From your mortgage to your investments, life insurance, and day-to-day banking/credit needs, being a client of Merrill provides you with the comfort and confidence of knowing that you and your family are taken care of.
I earned my bachelor’s degree in Industrial Management with a double major in Economics from the Tepper School of Business at Carnegie Mellon University. In addition to a FINRA Series 7 and 66 registration, I also hold a Life, Accident, and Long Term Care insurance license NPN #2054917, mortgage loan license NMLS #1817203, and also the Certified Plan Fiduciary Advisor (CPFA) designation. I focus on helping business owners establish and maintain the appropriate fiduciary standards associated with their 401(k) plans and other workplace retirement plans.
I currently live at Lake Wylie in Charlotte with my husband, Steve, and our four children. For leisure I enjoy playing golf and attending events as a member of the Uptown Charlotte Rotary and NAWBO.
Carnegie Mellon University | Tepper School of Business, Pittsburgh, PA
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Wealth Management Banking Specialist
Employee Benefits Specialist
Bank of America, N.A.
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 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.
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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.
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We will work to help you stay on track, regardless of what the markets are doing.
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.