Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Selecting a Financial Advisor is one of the most important choices many individuals and organizations will ever make. Ultimately, you are entrusting your financial future and associated life priorities to a professional who will hopefully honor your choice with service and guidance that will preserve, grow, and transfer your hard-earned wealth in the most effective manner, with the most efficient use of your resources.
Whether considering family, home, health, leisure, work, giving, or retirement you have goals and concerns for your wealth that are important to you. By exploring your life priorities, investment personality and associated risk profile, I connect you with the right strategies to assist you with life’s most important goals -- yours. This includes providing personalized recommendations that are flexible enough to adapt to your goals throughout your lifetime.
Guidance includes managing expected results realistically and ethically, applying a disciplined yet personalized approach to the many situations faced over your lifetime. Service includes providing you with the intimacy of a boutique-style relationship while leveraging industry-leading investment research from Bank of America Merrill Lynch. Strategies are entirely based on your best interests throughout all of your lifecycle choices, changes and outcomes, including:
• Holistic approach to wealth management
• Retirement planning
• Education planning
• Investment and risk management
• Estate planning services, wealth transfer & philanthropy
• Asset preservation and Liability management
• Business succession planning
• Insurance strategies
• Lending solutions and strategies through Bank of America, N.A., both personal & commercial
• Long Term Care
Change in life is inevitable. What can remain constant is the assistance needed to develop flexible strategies in support of your life priorities, help you track progress towards your goals and revisit your financial strategy as required. Based in Alexandria, Virginia and serving clients throughout the global community, I look forward to helping you.
BACKGROUND & EDUCATION
As a financial services veteran of more than twelve years I focus on working with corporate, entrepreneurial, individual and familial clients to help them achieve their financial goals. I hold Series 7, 63, and 65 FINRA registrations as well as the Virginia Life and Annuities insurance license. I write a quarterly column for a magazine on finance and investments. A graduate of Howard University I completed all the coursework for an M.B.A. in Finance, and hold an M.A. in African Studies, Development and Policy and a B.S. in Psychology (cum laude).
COMMUNITY INVOLVEMENT & FAMILY LIFE
I served as a Past President of the Annandale Chamber of Commerce in Annandale, Virginia, and had been a director on the Chamber’s Board for 9 years. As the Chamber’s former Volunteer Coordinator I coordinated efforts for our many events including the annual Fall Festival and Parade, Bed Race and Haunted House. Other community organization involvement includes supporting the Urban Financial Services Coalition in their mission to support, advocate and develop financial advisors throughout the area. I am the proud mother of my daughter, Palesa, who just graduated at Howard University in the Fine Arts department as an Acting Theatre Arts major. I reside in the Mount Vernon area of Alexandria, Virginia, but originate from Johannesburg, South Africa where I was born and raised, along with my two sisters.
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.
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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 Banking Specialist
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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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.
Getting to know you is our primary goal.
We will work to help you stay on track, regardless of what the markets are doing.