Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Our team works for a select group of families, executives, business owners, and non-profit organizations to deliver goals-based planning, investment advice, guidance, and implementation, and a high level of service. Our team crafts unique strategies for our clients, specific to their personal needs and goals.
This work includes business acumen in dealing with executive benefits plans, concentrated stock positions, privately held family business, and company-sponsored retirement and incentive plans. Because of our rich experiences with our clients, we are knowledgeable about tax minimization strategies, and coordinating a wealth management strategy cohesive with retirement income and estate planning goals. We work closely with our clients’ tax and legal advisors. We find value in providing access to Bank of America credit and lending solutions to our clients where it can provide value and full service.
I strive to have great relationships with our clients, and I achieve this through service, integrity, and education. The cumulative knowledge of our team members allow for us to be a resource to our clients for all financial matters. By understanding what our clients are working to achieve, by discovering and discussing risks and areas of concern, we are able to deliver valuable results and are blessed with valuable relationships.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
Our advisors and client associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as Nationwide Childrens Hospital Foundation and YWCA Central Ohio
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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.