We develop customized financial plans and investment strategies for affluent families and individuals. In addition, we specialize in working with Business owners to help them build and protect their business. As a business owner myself, I can relate to the challenges and love to see their success.
I graduated with honors as a finance major who minored in economics. My goal and dream was always to become a Merrill Lynch financial advisor and now I am living that dream. I love to travel, especially internationally. I enjoy golf, summer time and spending time with my 14 year old son, Devin
Merrill Lynch is the best and largest wealth management company in the world. Combine that with being affiliated with the 2nd largest bank in the country in Bank of America, the oldest trust company in the United States as well as the top rated research department on Wall Street and its easy to see why clients choose Merrill Lynch.
I am happy to share the research with you. Anything from Macro economic reports to research on individual companies. I am here to help you be more successful.
Business owners, People who are nearing retirement, Executives, Doctors, professional athletes
A business owner who is looking to make his/her business more valuable by reducing costs, using leverage properly, investing, and taking advantage of tax shelters.
Another great referral for me is someone who has outgrown their current advisor. While many other companies want to stick to insurance and mutual funds, Nothing is too big for Merrill Lynch, we can do absolutely everything. Alternative Investments, hedge funds, private equity, impact investing, we can help you take your company public, purchase buildings, equipment...everything. The benefit to you is that you only have to know one person to have access to all of this....Me