Wealth Management Advisor, Senior Vice President
CurrentNamed to the Forbes "Best-in-State Wealth Advisors" List in 2024 & 2023 (*Published annually Jan – Apr. Rankings based on data as of June 30 of prior year), the Forbes "Best-in-State Next Generation Wealth Advisors" List in 2024, 2023, 2022, and 2019 (*Published annually Aug – Sept. Rankings based on data as of March 31 of current year), and to the Forbes "America's Top Next-Generation Wealth Advisors" List in 2018 (Published on July 25, 2018. Rankings based on data as of March 31, 2018). Earned the Accredited Asset Management Specialist™, Accredited Wealth Management Advisor™, and the Chartered Retirement Planning Counselor™ designations in 2015. The College for Financial Planning Institutes Corp. in the United States owns the certification marks or registered certification marks Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo, Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo, Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. 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. NMLS ID 997602.
