Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
I have more than 10 years in the financial services industry and joined Merrill Lynch Wealth Management in 2018. Today, I leverage the investment insights of Merrill and access to the banking convenience of Bank of America. Using the broad investing resources of Merrill, I can also assist with strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions, traditional and alternative investments, wealth transfer and estate planning services. And with your permission I can also work closely with your other professionals, such as attorneys, accountants and specialists, to help you pursue your goals.
I focus on developing customized financial strategies for high-net-worth individuals and business owners. While I understand the latest trends, risks and potential opportunities, I believe that when it comes to managing wealth, the most important thing is understanding you. I strive to build a long-term relationship as I help you navigate financial complexities. I take the time to get to know you – your unique concerns, priorities, risk tolerance, time horizons, liquidity needs and financial resources. As you and the markets change, I will meet with you to track progress and adjust strategy, as needed.
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 1991. 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.
Carnegie Mellon University | Tepper School of Business, Pittsburgh, PA
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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.
Retirement Plan Specialist
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.