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I am a Senior Vice President and Senior Financial Advisor focusing on developing customized strategies for high net worth professionals and owners of closely held businesses. In addition, I work with specialists who assist my clients with Estate Planning services, Asset Management and Business Financial Services. I began my career at Merrill as a Financial Advisor in 1984. I rejoined Merrill as a Senior Financial Advisor in 2015 after spending seven years at UBS. I hold a B.S.B.A. degree in Accounting from Boston University and an MBA in Financial Management from Pace University. I recently achieved the Certified Divorce Financial Analyst and Certified Plan Fiduciary Advisor designations. I live in Westport, Connecticut, and have 2 children that both live in the Brooklyn area.. I am a member of a number of community involvement committees, including Mary's Fund, a memorial fund established to support mental health services for children and teens throughout Fairfield County, CT. * Certified Divorce Financial Analyst and CDFA are trademarks of The Institute for Divorce Financial Analysts.