Experience

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  Merrill lynch wealth management

  Sept 1991 - now

  Wealth management advisor, senior vice president

  My planning based approach to wealth management is consultative and 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 growth and income expectations. And third, I follow up with discussions covering a wide range of opportunities, including investments, retirement concerns, business continuity and transition planning, estate planning services and philanthropic goals. Show less