Experience

• 

  Merrill lynch wealth management

  Aug 1997 - now

  Wealth management advisor, managing director

  Our group focuses on wealth management for affluent individuals, families, and business owners. We rely on learning about what matters most to you, your family or your business, to drive the preparation and implementation of strategies that seek to create, grow and preserve your wealth.As a client, you and your family will receive a tailored approach to investment and risk management coupled with the personal service from dedicated, hard working, passionate individuals looking out for your best interests. To that end, we will explore multiple asset allocation strategies to arrive at the approach that's most comfortable for your risk tolerance and consistent with your long-term goals. And we will continue to make adjustments over time to fit any changes in your circumstances.WEALTH PLANNING STRATEGIES:Retirement PlanningEducation PlanningWealth Preservation StrategiesTrust and Estate Planning ServicesTax Minimization StrategiesINVESTMENT MANAGEMENT:Global Portfolio ManagementSyndicated InvestmentsRestricted Stock OwnershipAsset Allocation AnalysisGoal based planningPERSONAL & CORPORATE BANKING SERVICES:Through Bank of America, N.ABusiness FinancingChecking & Savings AccountsRetirement and Benefit PlansSuccession Planning*Banking products such as checking accounts and certificates of deposit are FDIC insured to the maximum allowed by law and are offered through Bank of America, N.A., Member FDIC.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Show less