Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
We can help you develop a wealth management approach designed to help your assets last through your lifetime and to pursue your desired retirement lifestyle.
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
University of Scranton M.B.A. Kania School of Business Management
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.
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.
Bank of America, N.A.
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
September 15th, 2020|2:00 PM - 3:00 PM EST
Next Tuesday, September 15th, we have a very informative and interesting event planned with Jeff Bush from the Washington Update. Those of you familiar with Jeff know that he is top notch and one of the most well received speakers.
No cost, no preparation or planning on your part either. This is a timely opportunity to hear from one of the most respected non-partisan political minds in America.
Jeff will give his insights on how the markets and economy could fare with a Republican or Democrat running the executive branch from 1600 Pennsylvania Avenue. With the gap narrowing for the White House events like this help us to better understand what the next four years could possibly look like.
The Washington Update with Jeff Bush Sept15.pdf
October 14th, 2020|3:00 PM - 4:00 PM EST
Please join Derek Harris, Head of Wealth Management Portfolios for BofA Global Research for a lively discussion on the current market environment. He will discuss the market effects of the upcoming election and both the risks and the opportunities in the market by leveraging recent reports from Bank of America’s world-class Research department. As a visual aid, we will feature key tables and charts on the screen to help illustrate their talking points. In addition to market commentary, we will also cover how we are actively managing each of the 7 Research portfolio strategies – Income, Income & Growth, Growth, International, Midcap, Endeavor (Small Cap) and Large Cap Defensive.
November 10th, 2020|4:00 PM - 4:50 PM
We are pleased to share a client opportunity for an exclusive look at the 2020 Masters:
What: Masters 2020 Preview Virtual Event:
As anticipation builds on the grounds of Augusta National Golf Club-the most storied course in all of golf- guests will enjoy an insider’s take on what will truly be a unique major championship. Past Masters champions will share their thoughts on what it may take to capture the coveted green jacket.
Tuesday, November 10, 2020
· Amanda Balionis, Reporter, CBS Sports
· Sir Nick Faldo, 3X Masters Champion (1989, 1990 & 1996)
· Tom Watson, 2X Masters Champion (1977 & 1981)
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 will work to help you stay on track, regardless of what the markets are doing.
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.