I joined Merrill Lynch Wealth Management in 2011 working in Corporate Benefits & Advisory Services. As a Financial Advisor, I work with individuals and families from a variety of different backgrounds but have extensive experience with corporate employees who receive compensation in the form of stock options, restricted stock units, ESPPP & 10B5-1 plans. Please consider reaching out to me if any of these situations apply to you: 1) You have a concentrated position in an individual stock and are looking to decrease your overall financial risk by developing a tax-efficient strategy to diversify this position over time. 2) You would like to consolidate assets into one streamlined plan in order to more efficiently track and monitor your ability to achieve financial goals. 3) You have recently changed jobs and would like to re-evaluate your financial situation. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. 