PROFESSIONAL PROFILE
I build long-term relationships with clients to help them achieve their financial goals and objectives. I seek to deliver customized investment strategies with an emphasis on total asset management. I stress a commitment to know the clients and their aspirations so that my advice and investment approach is tailored for their goals.
My responsibilities revolve around our clients’ changing needs for comprehensive wealth management. Using individual securities, money managers, or a combination of both, I seek to implement customized strategies designed to achieve our clients’ goals within their risk tolerance and time horizon with professional integrity. Merrill Lynch promotes an "open architecture", emphasizing a client-focused approach. Moreover, as part of our overall interaction, we meet our clients regularly to review their investments and evaluate our progress.
My greatest satisfaction comes from helping our Merrill Lynch clients achieve financial success and the long-term relationship we develop together.
I have been a Financial Advisor with Merrill Lynch since 2007. A native of Romania, I immigrated to the US in 1981. I earned a B.A in Philosophy from the University of Southern California and have been a PhD candidate in Philosophy at St. Louis University where I taught for a number of years.
In addition to parenting three rambunctious boys alongside my wife, Laura, I am an active community member in the greater Denver area.