I joined Merrill Lynch Wealth Management in August of 2015 and hold the CERTIFIED FINANCIAL PLANNER certification awarded by the Certified Financial Planner Board of Standards, Inc. I am a member of the Wagner Team, which believes we provide great value to individuals, families, business owners, and nonprofits through our experience, financial planning, use of industry leading research, and accountability. Please connect with our team if: You are planning for retirement or are currently retired and are seeking a retirement strategy Planning to fund a family member's education Would like a second opinion on your financial and investment strategies Are hoping to transfer wealth intergenerationally with a brokerage or retirement assets You are a non-profit organization considering a Request For Proposal for your current portfolio Are a business owner or executive looking for professional advice, guidance, and simplification *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER and CFP in the U.S.