Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a financial advisor, I take pride in revolving my career, the ultimate goal of helping my clients, my every day interactions with my clients – in adding value to not just their financial well-being, but their value of living, the comfort of reaching not just their financial goals, but their family, personal and retirement goals – discovering what drives them, and how we can financially give them more than just confidence, but to help them to live out their dreams. My vision is to work with clients on a personal level – it’s important to me to have a relationship with my clients, and not just transact with them. We live in a world that is impersonal enough, and I never intend on adding to that way of service.
I’ve always envisioned myself in a career and living a life in which I am able to touch and improve people’s lives. Making a difference, a genuine difference, brings me so much fulfillment and joy. When I see the difference I make, even better, when my client’s see and feel the difference I make – is the most rewarding piece of this job. Being an advisor allows you the opportunity to do just that. Doctors take care of a client’s physical health – but as an advisor, it’s our duty to look out and advise on our client’s financial health. To be the person that bridges the gaps for clients in order to reach their goals of either retiring at a certain age, of leaving a legacy to their grandchildren, to not just accomplishing financial goals, but their life and family goals, truly brings me the satisfaction I’ve always hoped to find in a career.
To understand who I am a bit more.... I grew up in a big Italian family, and I've loved every overwhelming minute of it. Tradition, especially family tradition, is extremely important to me, so things like cooking, making homemade sauce and wine, sitting around the dinner table for 2 hours after dinner is done - are things that I hold near and dear to my heart. Family is, always has been, and always will be incredibly important to me. Though I do not yet have a family of my own, I have a partner in life who has been my best friend for 15 years now, whom I am incredibly grateful for. We have two dogs who test us on a daily basis with their personalities that are about as big as they are - which we love. Outside of family, I enjoy traveling as much and as often as possible, cooking (and I wish I were better at baking), working out, and spending time enjoying the outdoors. At this point in my life, family and my career are my life priorities, and I pride myself at working hard at being successful in both of those.
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.
Robert Morris University
Learn more about the highly engaging podcast series from Merrill Lynch
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.