As a Vice President and Wealth Management Advisor, I have been with Merrill since 1987.
My focus is investment management for families; preserving wealth for the future by structuring portfolios for growth, income and quality.
Through Trust Management, I help clients structure assets for future generations.
I have a Masters degree from New York University in Computer Science and a Bachelors of Arts degree from Queens College where I was Phi Beta Kappa.
I have a deep interest in astronomy and physics and enjoy visiting the McDonald Observatory at Fort Davis, Texas.
I enjoy dinners out with friends -- eating foreign cuisine and visiting the Arts Districts in Dallas and Fort Worth.
My mission is to understand you and your priorities. To take the time to ask hard questions and to listen carefully, then to understand exactly where you stand today, and where you'd like to be tomorrow. I will help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals.
My particular interests are retirement planning, education and estate planning services for couples, families, and single individuals.
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.
