Wealth Management Advisor
CurrentOur ApproachPrior to offering any strategies, the team considers the various aspects of your life, taking the time to fully understand who you are and what matters most to you as an individual, an investor and/or a business professional. With this knowledge, the team is able to help you establish realistic objectives, develop an appropriate strategy and only then recommend strategies that draw upon the breadth, depth, and investment resources of Merrill and the banking convenience of Bank of America. Emphasizing tax efficient retirement income planning as well as legacy and philanthropic planning, We will work with your other trusted advisors (CPA's, Attorney's, etc) to coordinate all aspects of your financial life.In order to provide exceptional service the team will conduct regular reviews with you to help track your progress toward reaching your goals. Consequently, we will work to keep your strategies consistent with any changes that may take place in your life and/or business, and adjust your plan accordingly.CONNECT WITH THE TEAM FOR:•Goals-based wealth management•Retirement accumulation and income planning strategies•Executing philanthropic or legacy goals•Managing wealth-based risk•Small business strategies*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
