Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
The right financial advice can help prepare you for whatever life brings – both the expected and unexpected. Our group is highly skilled in helping to generate wealth, preserve capital, liability management, create income streams, and ultimately giving assistance to the tax efficient multi-generational transfer of assets within families and to charities.
When working with us, you’ll interact with our starting lineup of experienced and highly skilled professionals. This includes consulting with clients' external tax professionals, estate attorneys, insurance specialists, and business planners to help ensure that every facet of your life is considered when planning. It’s our high-touch relationships that allow us to be good stewards of your capital and foster feelings of confidence, connectivity, and control of your financial life.
We believe in several simple tenets, consistently applied:
Treat others as you would like to be treated. We look out for clients' best interests. That precept is the foundation of our work.
Work hard. We’re vigilant, monitoring the investment markets, coordinating trust and estate planning services, evaluating credit opportunities, meeting with a client’s external tax and legal advisors, and answering questions. We believe in a purposeful and thoughtful approach.
Be accessible. Foster a warm and welcoming environment. Many clients come by our office; others know they can reach us quickly by phone or by email. In addition to face-to-face meetings, we welcome informal meetings too, serving as sounding boards for new ideas and opportunities.
Be discreet. Client privacy is of utmost importance to us. We’re honored to serve as confidantes on important issues and never lose sight of that responsibility.
We pride ourselves on the long-standing and trusting relationships formed and want to be passionately involved at each critical juncture of our families’ lives.
Our group is committed to excellence and grateful for the opportunity to build a lasting relationship with your family!
University of North Carolina at Charlotte
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
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.
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
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue 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.