My process begins with a genuine conversation with my clients in order to develop the narrative around achieving their financial goals. We work together to develop an understanding of your personal and professional life, your financial situation and how those priorities can provide a framework for a customized wealth management approach that can be as flexible as financial markets dictate. I follow a long held Merrill tradition of participating in the community I live and work in. This drives my interest in volunteering with organizations that help my community thrive.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust 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.
