Senior Financial Advisor
CurrentI consider myself a highly principled advisor – putting clients' interests first and offering the transparency that makes conversations both comfortable and educational. For each client, my objective is to set a solid financial foundation and explain its components – an emergency fund (in cash), short-term money for emergencies and vacations, and long-term investments (for a college fund, retirement, supporting a worthy cause, or all three). When it comes to investments, I utilize the Merrill's in-depth research when formulating strategies. Depending on a client's goals, investment timeline, need for liquidity and tolerance for risk, their portfolio may include a different concentration of asset classes – ETFs mutual funds, stocks and bonds, for example. Serving clients with care and consideration, I've helped them achieve financial goals for the people and passions in their lives. *Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
