I focus on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short and long-term financial goals. My approach to wealth management is consultative, and I am committed to excellence. First, I take the time to listen to and review client financial situations, preferences and goals. Second, I offer recommendations for asset allocations designed to accurately reflect each client’s income and growth goals. And third, I follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropic services. I am a qualified Financial Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third party investment managers’ strategies, funds or portfolios. In addition to attention to investing, I can offer clients access to the experience of a Merrill Lynch Banking Advisor from Bank of America, N.A., who can provide strategic and personalized banking guidance focused on the client needs.
I would like to accomplish from Succession Link by helping another Financial Advisor with their succession planning for their clients.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business


Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred