Giving Financial Guidance to Legal, Medical & Business Professionals so they can focus on their career and their families As a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management, our practice is dedicated to helping and educating Attorneys, Doctors & Business Professionals with their finances. My team and I understand the demand on their time and the importance of having a knowledgeable, experienced advisory team in their corner. Unique compensation, retirement benefits, tax planning and capital requirements, are some of the unique challenges our clients face that all require attention to detail. Combine them with Education Planning, Trust & Estate planning, Insurance Coverage, Home Financing and everyday Cash Management it can be more than most can handle on their own. I am part of the Altadonna Group, a prestigious team of professionals that offers the personal touch of working with a small team combined with the full backing of Merrill and Bank of America. Our services include: Access to Private Banking, Home Lending, and Custom Credit through Bank of America, N.A., along with Wealth Planning and many other services. We provide guidance and high-touch service so our clients can focus on their practice and family. Besides my passion for serving our clients, I am also a proud husband and father, a die-hard Philadelphia sports fan, an Assistant Football Coach for St. Joe's Prep in Philadelphia, and a volunteer Big Brother for the Big Brother's/Big Sister's organization. NMLS ID 685248 *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.*