As a Merrill Lynch financial advisor, I focus on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. I work with high net worth individuals, families and businesses to understand their financial situation, help them articulate their short and long term goals, and then I recommend a financial strategy allligned with what they would like to achieve.
I do so with combining personalized service with the investment insights of Merrill Lynch and access to the banking convenience of Bank Of America.
