Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Merrill Lynch
Wealth Management
I am fully devoted to bringing clarity to your financial life and working decisively to help you pursue your life goals. Compassionate and resourceful, I can lead you through life transitions and be a positive force to help you and your family live fulfilling lives.
Our Videos
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
Profile
Forget about past financial disappointments or missed opportunities and let’s work together to imagine your future, capitalize on new found wealth and pursue your cherished dreams.
My belief is that people from all walks of life deserve an opportunity to advance their goals and it can never be too late to get started. I’m skilled at creating an atmosphere where you can talk intimately with me, just like two friends having a conversation about what’s on their mind. Nothing is off limits and your privacy is respected, especially since our discussion may concern the needs and circumstances of family members or business partners.
This one-on-one collaboration is not just a one-time event. I follow this approach consistently and it is how we can work together on a personalized plan to help you grow your investments and preserve your wealth. Plus, you can have access to comprehensive banking solutions from Bank of America to help address virtually any financial situation, large or small, that you may encounter.
I consider myself a problem-solver, incredibly thorough, as well as thoughtful and creative in my thinking. I believe these assets can play a meaningful role in helping guide you and your family through the different stages and unexpected events that may occur in your life. If you’re recently retired, divorced or experienced the loss of a loved one, you may have new or different financial responsibilities and goals. Helping you design a financial strategy that accurately reflects your current situation and the life you want to lead going forward, is a process we do together.
Even when you have a financial strategy that you feel comfortable with, the unpredictable nature of the financial markets can test your resolve to remain focused on your long-term goals. My calming presence in your life can help you avoid emotional decision making that can derail the pursuit of those goals.
My curiosity and passion for learning took me to Hampton University in Virginia, where the many gifts of my education remain with me today. After earning my Bachelor’s degree in 2005, I was recruited to work in corporate finance by Verizon Communications and started my career with them in Dallas. While working in Dallas, I earned my MBA in business management from the University of Dallas. Verizon transferred me to their Headquarters in New Jersey, where I worked until 2013.
After Verizon, I joined State Farm Insurance in New York City. Business ownership was something I always wanted to try my hand at. I was offered that opportunity, moving to Dallas to open my own State Farm Insurance agency. I returned home to Oklahoma City in 2019 to help family, joining Merrill the following year.
My passions for financial literacy, as well as equality & inclusion in the classroom and boardroom led me to serve on the Urban League board. I also volunteer with the American Heart Association, ReMerge, Oklahoma State University Foundation, Oklahoma Council on Economic Education, Junior Achievement as well as John Marshall Academy of Finance. I appreciate the arts, including painting, music and dance, while practicing yoga whenever I can. I love to travel, especially to the Caribbean.
Create a plan that is all about you.
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.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
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.
Ty Ramsey
Wealth Management Banking Specialist
Merrill
John P Walsh
Retirement Specialist
Bank of America, N.A.
.jpg)
Daniel Scalley
Wealth Strategies Advisor
Bank of America, N.A.
Staying on Track
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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.