After 29 years at Merrill Lynch, I formed a hybrid RIA, Silicon Private Wealth. We are career financial professionals who want to work with a select group of high net worth clients. We will focus on bringing wealth management expertise to help clients define their goals, determine what's needed to bring them to life, then track and adjust as life unfolds. Open architecture and independence will help us explore the range of solutions best suited to each person.I began my Merrill Lynch career in 1986 as a Financial Advisor in Menlo Park. I was later a Professional Sales Manager, Resident Director of the San Mateo office. Director of the San Francisco/TD Complex, and Director of the Silicon Valley Complex. I have received both internal and external recognition for leadership. In 2013, the Silicon Valley Business Journal named me a “Woman of Influence.” I have been fortunate to spend my entire career in the San Francisco Bay Area, lending insight into the particular needs of our clients. My longevity in the industry has facilitated a wide network of contacts.I hold a B.A. from Vassar College. I am a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I also hold the Chartered Retirement Planning Counselor (CRPC®) designation.