I have been a part of the financial services industry since 2004 and joined Merrill Lynch Wealth Management in 2010. I focus on my clients' goals and concerns, offering the goals-based wealth management process, global resources and up-to-the-moment Web technology that complement his ability to help clients pursue the financial lifestyle that is most meaningful to them. I am a problem solver who works to simplify high-net-worth clients' financial lives. In addition, I assist clients in identifying and prioritizing their various goals-including investments, tax minimization strategies, wealth transfer and retirement income-then developing strategies that may be customized to their personal circumstances and their own unique feelings and attitudes. I am a firm believer in paying close attention to both sides of a client's balance sheet, which is why I offer access to the experience of a Wealth Management Lending Officer from Bank of America, N.A., who can provide strategic and personalized lending guidance focused on your needs. I work hard to gain my clients' trust and I am committed to helping optimize their resources so they can make the most of what they have. Lastly, I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help my clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers' strategies, funds or portfolios. *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. *Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products. *CRPC and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning. 