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Since joining Merrill Lynch Wealth Management in 2011 I have helped companies, families, and individuals manage the increasingly complex financial environment. This often involves a holistic approach to investments and planning. When people or businesses find themselves at a decision point, this may trigger the need for planning or advice. I review the impact of recent events on long term planning through our Firm's unique technology platform to help make more holistic and informed decisions. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S.***