Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Forbes “Best-in-State Wealth Management Teams” 2024
Published on January 9, 2024. Rankings based on data as of March 31, 2023.*
As I enter my 25th year at Merrill, I'm proud to share that I hold the Chartered Retirement Planning Counselor™ designation and the Accredited Asset Management Specialist™ designation. In 2022 I earned the internal title of Senior Vice President and Senior Financial Advisor / Portfolio Advisor.
My primary focus is on portfolio construction, investment research, and developing customized financial and income strategies for those seeking retirement and those currently in retirement. Many clients struggle with questions like:
1. Do I have enough money to last me through my retirement?
2. Where will my cash flow come from?
3. Should I have Alternative Investments in my portfolio?
4. What can I do to generate additional cash flow?
5. When should I take my Social Security payments?
6. Should I take the lump sum distribution, or the monthly pension payments?
7. Have I saved enough to be able to retire next year?
8. Should I make any changes to my retirement planning strategy?
9. What can I do differently with my investments to reduce taxes?
I would love to help. I'd love the opportunity to earn your trust. In a financial world where things are always changing, I take much pride in being a reliable, trustworthy source of information for my clients. I like to be the main point of contact for all things financial when it comes to my clients' lives. My main office is located in Exton, Pennsylvania, but I've met with clients in many of our surrounding offices like Wayne, Bala Cynwyd, Media, Philadelphia, just to name a few. I live in Coatesville, PA with my wife Danni, two children Carli and RJ, and our two dogs Ryder and Jovi. I'm an avid Philly sports fan, a coach within the community, and active in soccer, golf, softball and wake boarding among my many activities.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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.
English & Spanish
Millersville University of Pennsylvania
Harvard Online Business School
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.
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.
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 Strategies Advisor
Bank of America, N.A.
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535296
Wealth Management Banking Specialist
Merrill
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.
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
I 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. I 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.
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.