PROFESSIONAL PROFILE

One of my roles as a Certified Investment Manager Analyst and Portfolio Manager in the PIA program is to work with our team of specialists to ensure that the assets of our clients are aligned to attain the client's financial goals in the best manner possible. Because our client's lives are dynamic and market conditions are dynamic, this is an ongoing process.

Managing investments is only one dimension of the full spectrum of elements we consider to develop and direct individual customized wealth strategies for the select group of families and businesses that we work with.

What We Do:
Grow, Protect and Distribute Wealth
Manage investments and cash flow
Asset allocation and diversification management
Tax exposure minimization
Liability assessment
Insurance coordination
Individual retirement account analysis and management
Business retirement account analysis and management
Estate and trust planning
College and special event planning

Our clients entrust the financial future of their families with us. Our Merrill Lynch team is committed to upholding the high standards of personal service and personal integrity that our clients deserve.