Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Learn more about an advisor's background on
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed, we succeed.
Family Wealth “Advisor for Life” best describes how we work with clients through life changing events. We use a consultative process to focus on what matters most to clients and utilize planning as the means to provide customized advice with a commitment to service. We do our best work with clients who are struggling and feeling overwhelmed by their current circumstances. Helping make clients lives better, providing advice and guidance is our main priority. Our Team age and gender mix allows us to connect across generations and to the evolving needs of our clients.
While we help a select group of affluent individuals and families, one of our passions is working with women in transition. Our deep experience with a wide variety of life circumstances helps us understand the needs and challenges women face, to be a resource as advisors.
Very few people have prepared financially for Life Transition challenges. Women are very focused on their families and feel responsible for them. Often they put their families first and do not look out for their own future, only to discover that they should have done more for themselves.
We put a plan in place that helps us measure success, builds confidence and provides the framework for future discussions and decisions.
We view Impact Investing as investments made into companies, organizations and funds with the intention to generate measurable social and environmental impact alongside a financial return.
Aspects of Impact Investing include socially responsible investing (SRI); environmental, social and governance (ESG) investing; and values-based investing (VBI). While they have some distinctions, they share common elements of investing strategies designed to create positive change in society.
Our investment strategy will help you stay on track to achieve your goals. But what if you could direct your investments to provide financial return and have a positive effect on the world you live in? We can make it possible through Impact Investing, a way of having your investment portfolio reflect your values by making investments in organizations that target the causes and issues that You care about most.
We believe in families, complex as they may be. Communication is instrumental to success in managing life’s challenges. We work to engage families in the financial decision-making process. We look for opportunities to educate the younger generation, and we often facilitate family wealth discussions that may be difficult for clients to initiate on their own.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.
We believe our clients realize the full value of our relationship, including:
Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Learn more about the highly engaging podcast series from Merrill Lynch
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.