Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Wealth Management Advisor with Merrill Lynch I work closely with clients to prioritize their needs and goals and develop customized investment strategies that help them achieve their goals. I implement those strategies by drawing upon my years of experience and utilizing all the resources available to me through both Merrill Lynch and Bank of America, N.A. I continue to nurture each client relationship by striving to providing exceptional customer service personalized to the client’s needs. My ultimate goal is to provide financial well-being for each client so they may focus on other priorities in their lives.
Shortly after graduating from Kent State University I began my financial career and within 14 months earned my Series 7 FINRA registration and a position as an Institutional Equity Trader. By 1992 I had become Managing Director of Equity Trading, and spent the next 15 years managing the NASDAQ and sales trading departments for institutional equity research firms. In 2008 I joined an independent financial advisory firm and realized that my background created a solid foundation to build a financial advisory career where I could help individuals, families and business owners achieve their goals.
I have earned the CERTIFIED FINANCIAL PLANNERTM certification, the Chartered Retirement Planning CounselorSM designation and along with the Series 7, hold the Series 24, Series 55, Series 63, Series 66 FINRA registrations and a Texas Life and Health Insurance license. I keep my edge through ongoing continuing education, industry conferences and networking.
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.
Kent State University
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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.
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.
Senior Wealth Management Lending Officer NMLS # 620231
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.