Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
6100 SOUTH YALE AVE
Suite 1500 & 1650
TULSA, OK 74136
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I am the Market Executive for the Oklahoma and northwest Arkansas market for Merrill Lynch. I relish my role in helping Financial Advisors and Associates enhance the client experience. Together, we work toward a common goal: helping clients pursue their financial aspirations, demands, and dreams through the expansive resources and offerings at Merrill Lynch.
Our market is high-energy, entrepreneurial, and dynamic. We keep an unwavering focus on the client, recognizing that our success centers on client satisfaction. We are positioned to help clients with a broad range of financial needs, spanning both sides of the balance sheet. The depth of our resources, the breadth of our offerings, and the caliber of our human capital are key differentiators of our approach.
As a Director and Market Executive, I foster an environment that is collaborative and open-minded. I welcome new ideas and look for synergy of effort in embracing innovation. I see my role as an advocate, coach, and mentor to Financial Advisors. Our culture in the Oklahoma market prizes accountability, welcomes challenges, and supports growth. We are fortunate to serve a sophisticated client base that is vibrant and successful.
I began my career at Merrill Lynch in 2000 and have spent time in our Boca Raton, FL, Raleigh, NC, Conshohocken, PA and Tulsa, OK offices. I enjoy my job tremendously, and bring an energetic outlook and a caring perspective to my clients, colleagues and associates.
I hold a B.A. in Economics and Political Science with a minor in Portuguese from the University of North Carolina at Chapel Hill. I hold the series 7, 9, 10, 24, 31 and 66 FINRA registrations.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of North Carolina
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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, I can help you create a financial strategy that reflects your personality. Only then can I 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.