Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I fine-tuned my disciplined approach through a 25 year career in Technology and Management Consulting, primarily focusing on Data Architecture for Financial Services firms such as JPMorgan. In my technology career, I listened to my client’s needs to define technical strategies to help them pursue their business goals.
This broad experience provides me the perspective to hold seminars on a variety of topics including Impact Investing, Women and Financial Wellness, The Journey of Caregiving, Teaching Your Kids about Finances, and Divorce.
I hold the Certified Private Wealth Advisor® designation, which helps me manage sophisticated estate, tax, and investment issues for affluent clients. In addition, I hold the Certified Divorce Financial Analyst® designation, which I use to help guide clients through financial challenges before, during and after the divorce process.
I welcome the opportunity to demonstrate why I believe I can make a significant difference in your life. Through impact investing, I can help you align your investments with the causes and issues most important to you, while helping you to stay on track to pursue your financial goals.
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
University of Virginia
Learn more about the highly engaging podcast series from Merrill Lynch
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.
Retail Sales Manager NMLS # 535721
Tyler Hall (Room 142), Bucks County Community College, 275 Swamp Road, Newtown, PA 18940
May 8th, 2019|6:00 PM - 9:00 PM
Please join us for this special event, where we will take a deep dive into the major aspects of the college planning process. Our speakers will cover everything from essay writing and choosing the right school to funding your child’s education.
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.
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy 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 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.