Profile

Named to the Forbes "America's Top Women Wealth Advisors" list in April 2020* (published on April 21, 2020. Rankings based on data as of Sept 30, 2019) and the Forbes “America's Top Women Wealth Advisors Best-in-State" list in February 2022** (published on February 4, 2022. Rankings based on data as of September 30, 2021.)
I have been with Merrill Lynch Wealth Management since 1992. One of the most valuable lessons I have learned is that “no one cares how much I know, until they know how much I care.”

I help my clients reduce financial stress and help them solve complex issues through careful planning and counseling through good times and bad. I strive to offer hope during times of disparity and offer joy during times of prosperity.

Focusing on financial and investment-based solutions, I have based my process on my clients risk tolerance, time horizon, liquidity needs, overall investment goals and costs associated with the recommendation. Working closely with my team, we cover everything from estate planning services, wealth transfer, managed money and retirement strategies. We also provide access to personal banking and lending services for individuals, families and trusts (personal banking and lending services provided by Bank of America, N.A.). I also work with small and mid-size businesses to help facilitate their financing, retirement and investment needs.

Over the past years, I have worked with Fortune 400 and 500 Companies and their Corporate Executives at various levels, from running their Employee Stock Purchase Plans (ESPP) and Employee Stock Option Plans (ESOP). In addition, I work with executives helping to execute sophisticated strategies pertaining to concentrated stock positions and retirement plans.

One of my best assets is my ability to listen. Every client comes in with a unique set of circumstances. My goal is to hear your story, get to know your needs, and find out what is most important to you. For some needs are short term, others long term and for many it’s all about leaving a legacy. When we get together it is all about you. Together, we design a customized strategy to help you reach your goals and dreams.

Let’s get started today, designing your personal road-map so you can begin to achieve your financial goals - one step at a time.

*Source: The Forbes “America’s Top Women Wealth Advisors” list, published on April 21, 2020. Rankings based on data as of Sept 30, 2019. 

Data provided by SHOOK™ Research, LLC. The Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved.

**Source: The Forbes “America’s Top Women Wealth Advisors Best-in-State” list, published on February 4, 2022. Rankings based on data as of Sept 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.