Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Len has been in the financial services industry since 2002 when he joined Merrill Lynch. Prior to joining Merrill Lynch, Len completed a successful 20 year career as an Officer in the U.S. Coast Guard attaining the rank of Commander. His focus is on implementing a disciplined financial strategy process for high-net-individuals, their families and businesses to help them towards their liquidity and long-term financial goals.
Len’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers investment recommendations designed to accurately reflect each client’s income and growth expectations. And third, he follows up with extensive discussions on investment, retirement, estate transfer strategies and philanthropy.
Len aligns his clients with the best practices, resources, research and strategies of a global investment firm. The on-going service and periodic monitoring, evaluation and feedback are the essential parts that have earned the trust of long-term client relationships. Len holds a CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc.
Len is a 1982 graduate of the U.S. Coast Guard Academy, New London, CT with a B.S. in Economics and Management. He earned an M.B.A in 1987 from University of New Orleans. More recently, he earned an M.P.A from Seattle University. Len currently serves as a Board Member for Pioneer Human Services and member of the National Association of Corporate Directors.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP ® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
Asset allocation does not ensure a profit or protect against loss in a declining market.
University of New Orleans
US Coast Guard Academy
Our experts examine the forces that are changing the world – and how they may impact your life
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.