Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I am Senior Financial Advisor, Vice President at Merrill Lynch. I am a graduate from Smith College with further studies at the University of Pennsylvania's Wharton School of Business. I started my career in 1986 and have been with Merrill Lynch since 2011.
As a Merrill Lynch Financial Advisor, I focus on connecting all aspects of client's financial lives to help them prioritize and purse the goals that matter most to them. I provide access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects and needs of client’s financial lives.
My investment advice and strategies are guided by understanding client’s life goals, risk tolerance, time horizon and liquidity needs. I deliver a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping them ensure every strategy is grounded in understanding that each client wants to achieve. When you succeed, I succeed.
Accessible, knowledgeable and experienced. I am committed to building and maintaining strong client relationships. I am passionate about what I do and bring that passion to helping every client make what may be the most important financial decisions of their lives.
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.