Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I have served the wealth management needs of individuals, families and business leaders since 1994 with Merrill Lynch Wealth Management. Our Group prides itself on being both large and small: large enough to leverage the extraordinary global resources and capabilities of Bank of America and Merrill; small enough to foster the intimacy and customization deserved by multiple generations of clients.
We primarily serve individuals and organizations by assisting them in the development of personalized strategic solutions to the complex needs surrounding their long term financial needs. These pursuits include (a specialized approach) to their Individual Stock portfolio management; Risk management and asset allocation strategies; retirement planning; stock option analysis; hedging and cash flow strategies surrounding concentrated equity positions; liability management, life insurance; wealth preservation and estate transfer strategies.
Our team offers both the true intimacy and personal attention of a boutique as well as the global resources of one of the world’s largest financial services firms. We place a premium on providing attentive, and personalized client service. We value objectivity and offer premier access to some of the industries best research and financial resources.
I graduated with a BS from Loyola University in Baltimore, MD after attending Gonzaga College High School in Washington, DC. Being a native Washingtonian, I began my career in the DC area but moved to West Chester, PA in 2003 where I currently reside with my wife Jennifer and 4 children, Ava, Sydney, Paige and Christian Jr. I am actively involved in Alumnae supported activity, various charities, as well as volunteering and coaching in my community and parish (St. Simon and Jude) where our children both attend school and play athletics. Hobbies and Interests are an important part to a balanced life and currently include: golf, skiing, running/hiking, guitar, travel, and anything outdoors
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.
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.