Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Many of the individuals who have chosen me to guide them with their wealth management and advanced long term financial strategies are senior executives and business owners who, in their role, understand the value of the CFO to their business. Unfortunately, this role can be neglected in the management of the business of your family.
Often the value of your business interests represent the key asset on your family’s balance sheet but the typical wealth advisor is primarily interested in your investable assets. As a financial advisor for your family some of my services include:
• Providing a professional, unbiased, non-judgmental advice to navigate the potential “mine field” of family dynamics around wealth
• Investment Management by matching your desires and needs with appropriate portfolio managers
• Business exit, or succession planning, to turn your business into an income stream throughout your lifetime and create a legacy for future generations
• Wealth Preservation via minimizing taxes and wise deployment of insurance
Most importantly, an outstanding financial advisor understands that a team of well-qualified professionals communicating not only with you, but also with each other, provides superior solutions over any one individual. I collaborate with them to make sure all the key members of your family’s team are working from the same plan.
If you have the affiliated professionals such as CPAs, estate and tax attorneys, fiduciaries, trustees, property and casualty insurers, and other specialist in place I am happy to work with them. If not, I work with several outstanding professionals in these fields and it would be my pleasure to introduce you.
You worked hard to create your success in business, and let’s be sure you have all the pieces moving in tandem to maximize this value to your family - now and into future generations. I encourage you to contact me at 412-566-6534 for a conversation if you are uncertain this important role is filled for your family!
*Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Henley Management College
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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.
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.