Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Placing the client at the center of a holistic process — while maintaining a market focus — is our goal when leading them through the unique challenges and complexities of their specific situation.
Our process begins by welcoming and introducing them to our firm, team, and practice with an initial conversation. The goal of the initial conversation is to forge the foundation of a deep and meaningful relationship, which helps us gain a holistic understanding of the client's risk tolerance, time horizon, liquidity needs, goals, life priorities, and case-specific financial concerns.
After the initial conversation, our team begins to craft a customized wealth plan which will guide and inform all future advice, actions, and recommendations made by our team. We create, customize, implement, and fine-tune this plan by drawing from what we discover in our initial conversation and coupling it with the industry-leading investment insights of Merrill Lynch and the seamless banking convenience offered by Bank of America.
Although we spend a tremendous amount of time positioning each of our clients to achieve their goals, our job does not end once we have implemented their plan. As their life and the markets change, we meet to track and adjust strategy and tactics as needed.
Our philosophy centers on the client instead of the markets. We believe a sound strategy for wealth management incorporates every aspect of the client's life, which means success within our philosophy is measured by multiple benchmarks apart from the markets.
One way we measure our performance is by looking at what the client has said they are trying to accomplish with their wealth and whether or not the plan we implement efficiently and effectively achieves those objectives on time and on target.
We also measure success by looking at how well we integrate the client's plan into every aspect of their lives, e.g. estate, trust, insurance, taxes, banking, and investments. We succeed in this regard by communicating and partnering with their existing network of licensed professionals, which includes but is not limited to their attorneys, accountants, insurance specialists, and liquidity managers.
By benchmarking ourselves against every aspect of the client's life, we create a transparent system of accountability between the client and our practice.
Our process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investment management. Our ability to provide access to the investment insights of Merrill, as well as banking, trust and fiduciary services from Bank of America offers a way to help clients manage all of the pieces of their financial lives. We view ourselves as a financial resource, helping clients with strategies for transferring wealth to the younger generation.
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 Lending Officer, NMLS #589376
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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, we can help you create a financial strategy that reflects your personality. Only then can we 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.