Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow. We then help you design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. Our approach is about designing potential solutions to help turn goals into reality.
We are committed to understanding your values and what you want to accomplish with your assets. 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 advice you need to help you simultaneously address fluctuations in the market and changes in your life. Our relationship with you is one of mutual trust and respect. We offer 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. Our highly credentialed team members hold numerous external designations, including the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the Certified 401(k) Professional (C(k)P®), the Certified Plan Fiduciary Advisor (CPFA), and the Chartered Retirement Planning Counselor (CRPC®) designations. Our disciplined investment process is designed to deliver a customized, yet consistent, top-tier client experience. Our integrity is demonstrated through our transparency. We welcome the opportunity to help protect your wealth, to continue to grow your assets in a smart, tax-efficient way, and to help ensure your investments are a reflection of your priorities.
We help you manage your business and personal finances as two parts of an integrated whole. We know that your life and your life’s work are linked, so we take the time to gain an in-depth understanding of your goals and your business in order to propose strategies that address your needs both at work and at home. We can provide access to the investing insights of Merrill and the banking convenience of Bank of America to address your multifaceted financial needs. Whether you need financing and cash management, retirement and benefit plans, or business protection and succession planning, together, we’ll seek to achieve meaningful outcomes for you and your employees.
Our team focuses on helping businesses design and implement retirement benefit plans that allow both plan sponsors and employees to work toward accomplishing their financial goals. We are among a select group of Merrill financial advisors who are approved as Retirement Benefits Consultants. This title, which highlights our competence and experience in working with complex defined-contribution and defined-benefit needs, allows us to offer services to clients seeking an effective, lasting solution. We serve as a 3(21) Fiduciary and advise clients on their retirement plan investment line-up. In addition, our highly credentialed team members hold numerous external designations, including the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the Certified 401(k) Professional (C(k)P®), the Certified Plan Fiduciary Advisor (CPFA), and the Chartered Retirement Planning Counselor® (CRPC®) designations. These involve rigorous training that our team members draw on in working with corporate executives and benefit plan sponsors and participants. Our corporate and nonprofit clients look to us to provide tested, well-thought-out strategies, improve retirement plan performance, document sound fiduciary process, and mitigate risk, all while delivering top-tier service.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
Supported by the global resources of Merrill, 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 Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
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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
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
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 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.
We will work to help you stay on track, regardless of what the markets are doing.