Our team works closely with an accomplished clientele, helping them develop the capacities and competencies to navigate the complexities that wealth can entail. As industry veterans, we are deeply immersed in the opportunities and challenges that individuals and families with significant means encounter, particularly inheritors, creatives and executives in the entertainment industry. We also advise multiple generations of families who are navigating critical transitions in their personal or professional lives, such as the sale of a business, marriage, divorce, career changes, or other meaningful crossroads. To each of these relationships, we bring focused attention, detailed strategy, and service model dedicated to advancing a client's distinctive priorities. We believe clients look to us for "all things financial," serving a limited number of relationships with the rigor and reliability they deserve. Clients, in turn, rely on us for discreet advice and enduring counsel, building relationships that tend to span decades rather than years. Our areas of insight include wealth planning, income and asset preservation, trust and estate planning services, and access to customized lending through Bank of America. We strive to empower clients to be purposeful about sustaining their wealth and values across generations through Merrill's Center for Family Wealth™.
I have worked in the wealth management industry since 1998. I began my career as an Investment Management Specialist with some of the leading asset management firms in the industry, gaining valuable knowledge in the capital markets. In 2006, I moved to Merrill, where I was named Director. After seven years, I transferred to Morgan Stanley, where I served as a Financial Advisor and ultimately, a Producing Branch Manager. In 2019, I returned to Merrill, a homecoming that has allowed me to connect high-net-worth clients to a robust suite of wealth management and banking opportunities. I earned my undergraduate degree from Boston University, where I was Captain of the Men's Swim Team. I serve as vice chair of Bank of America's Black Business Council in Los Angeles and in 2020, I was honored with the Bank of America Global Diversity & Inclusion Award. A resident of L.A., I enjoy spending time with family and friends, swimming, and exploring new destinations.
Listed skills include Leadership, Family Financial Advisor, General Management, Sports, and 17 others.
