I began my financial services career with the Merrill Lynch Wealth Management office in Hallandale, in 1987. During my years with the firm I filled many roles: I was the sales manager in the Coral Gables office and opened the Weston office, serving as resident manager before moving in 1999 to the Las Olas office, where I focus on wealth management. I provide a high level of attention while offering experienced guidance in clients' financial affairs. Working with multiple generations, I focus on helping families evaluate their overall picture and developing a coordinated, research-based wealth management strategy. Such strategies are tailored to address the complex needs of high-net-worth families, ranging from wealth accumulation to asset and income preservation to retirement and wealth transfer. I strive to build long-term relationships spanning the generations, to help clients preserve their assets and income throughout their lifetime, while building a legacy for future generations. I earned my bachelor's degree from the University of Florida. I am am member of the Downtown Rotary Club and the Executives Association of Fort Lauderdale.