Merrill Lynch

At Merrill, we believe financial planning should give you more than confidence, it should give you freedom. As a Financial Advisor, I work closely with small business owners, professionals, and families to help simplify complex financial decisions and create personalized strategies designed around their goals, values, and future vision.

My mission is to help clients secure their financial future while reclaiming time for what matters most—family, hobbies, travel, and pursuing the life they want to live. Whether you are planning for retirement, preparing for your child’s education, growing your business, managing investments, or building generational wealth, I provide guidance and strategies tailored to your unique needs.
Founded in 1914, Merrill is one of the world’s leading wealth management firms. Merrill Financial Advisors combine experience, personalized service, and the powerful resources of Merrill and Bank of America to help clients pursue their financial goals with confidence.

Services and strategies may include:
• Investment Management
• Retirement Planning
• College Savings Strategies
• Estate Planning Services
• Small Business Financial Services
• Cash Management & Banking Strategies
• Philanthropic Giving Strategies
• Eldercare Financial Planning

At the heart of every relationship is a commitment to putting clients first and helping them navigate life’s financial milestones with clarity and confidence.

Let’s connect and create a strategy that helps you focus less on financial stress and more on what you love most.