Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
What do stock market and symphony orchestra have in common? Both are heavily influenced by human emotions! When my financial career first launched in 2004, people who had known me previously as a violinist quickly speculated: “There must be a strong correlation between music and numbers!” Interestingly, I was indeed one of the preferred students of my math and science teachers in my high school days, until one day a notice came in the mail saying that I was admitted to one of the most prestigious Conservatory of Music. However, after years of fascinating ventures in the financial world, wrote research papers about World Bank & IMF, worked in banking, credit, lending, insurance, and investment, it became clear to me that the real correlation is not just in numbers, but more importantly, in basic human emotional needs.
As a Merrill Financial Advisor, I prefer to focus on human side of the equation to all things financial. I pay attention to often unspoken psychological and emotional needs that ultimately influence peoples' financial decisions. I strive for equilibrium between personal and financial outlook before recommending a financial strategy aligned with meaningful objectives by utilizing the investment insights of Merrill and the banking resources of Bank of America.
Areas of focus:
Retirement Planning – Annuities, Insurance (life, health, & long term care)
Portfolio Management – Mutual Fund, ETF, Bonds, Options
Mortgage – Individual, Commercial (NMLS ID: 1859314)
*Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.
Central Conservatory of Music
University of British Columbia
University of South Australia
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.