I joined Merrill Lynch Wealth Management in 2022 after spending 15 years with a local regional bank as a Wealth Advisor for their brokerage and trust departments. My process begins by understanding where you are in your wealth journey, developing a wealth plan to serve as the foundation for decision making, and assist you in prioritizing your goals and objectives. To help you achieve your goals, I develop a customized plan that includes investment selection & management, estate & trust planning strategies, charitable giving strategies, risk management strategies, access to private banking services, and personal and commercial lending.
*Banking and Lending Services are through Bank of America, N.A.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
