PROFESSIONAL PROFILE
My Mission is to establish long-lasting client relationships through maintaining the highest standards of quality, professionalism and integrity.
Every client has a different set of circumstances that affect their personal financial landscape. It is my goal to analyze these variables to create wealth management strategies to meet the goals and objectives of each client.
Extensive Merrill Lynch resources allow me to expand my services beyond investments by utilizing specialists in areas such as, concentrated stock strategies, trust services, and philanthropy. This allows me to help clients implement unique solutions to their specific financial goals.
Below are a few of the many areas where I can help.
*Analyze, monitor and select investment vehicles.
*Plan for and transition to retirement and financial independence.
*Navigate the various income strategies once retirement is reached.
*Pass wealth to the next generation while working closely with other advisors to implement estate plans.
*Incorporate college planning as families evolve.
*Implement and service retirement plans for businesses.
I obtained the Chartered Retirement Planning Counselor™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and began my Merrill Lynch journey in 2000 after a career in advertising. I graduated from the University of North Florida with a concentration in Finance and Management in 1997.
I enjoy the time I spend serving on the Board of Directors for the Atlantic Symphony Orchestra, a professional orchestra based in Hingham, MA.