I take pride in forming strong and meaningful relationships with my clients. As a Financial Advisor, my approach is to provide thoughtful and determined guidance with a focus on long term continuity. For over 20 years, I have worked with domestic, international and multigenerational families and travelled the globe to meet clients in person and assist with their wealth management needs.
At Merrill, I am backed by a talented team and can leverage Merrill and the multi-faceted banking resources that Bank of America offers.
Who I serve Best
I focus on working with both domestic and international families.
A bit about myself
On my free time I enjoy traveling with my family, swimming and sporting events.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.
