Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
200 CONCORD PLAZA DRIVE
SAN ANTONIO, TX 78216
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I focus on retirement and investment planning for clients, utilizing personalized asset allocation through the construction of a well-diversified portfolio. I develop financial strategies which address all areas of our clients' financial lives with an emphasis on retirement planning, which we consider to be the greatest challenge facing investors today. I make it a priority to meet regularly with clients, and our clients' other professional advisors, to perform full financial reviews. The disciplined process implemented, combined with the resources of Bank of America, N.A. and Merrill Lynch, allows clients to pursue personal, professional, and financial success.
Areas of focus:
- Wealth Management Strategies
- Retirement Planning
- Education Planning
- Estate Planning Services
- Managed Account Programs
- Home Financing (NMLS# 1020896) and Securities-Based Financing
You should connect with me and our team if:
1. You are a business owner or executive looking for a comprehensive approach to professional financial advice and guidance.
2. Are currently retired or are near retirement and are seeking a retirement income plan.
3. Are in the process of looking for a new, professional relationship with an advisor.
Prior to joining Merrill Lynch in 2012, I began my career in the financial services industry in 2005 as a regional analyst for a global commercial bank. I'm a San Antonio native and alumni of St. Anthony Catholic High School. I'm also a graduate of the University of Texas at San Antonio, with a B.B.A in Finance. I currently reside in San Antonio with my family including wife, Jacy, and daughters Adalynn, Charlotte, and Lucille.
University of Texas at San Antonio
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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.
Wealth Management Lending Officer, NMLS #620906
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.