PROFESSIONAL PROFILE
As a Financial Advisor, I work with a team of Specialists to develop a financial road map and appropriate strategies for affluent individuals, families and business owners to manage, grow, protect and preserve their wealth. Utilizing the Total Merrill approach, my focus is to provide solutions to each client's varied needs and to meet their long-term goals. My services are aligned with the interest of the client through a fee-based compensation approach versus commissions, which allows for my strategies to go beyond the single dimension of trading stocks. As part of Merrill Lynch's Global Wealth Management Program, I have the flexibility to move quickly to make thoughtful changes to a client's portfolio, if the client chooses to give him that discretionary option.
My approach to wealth management is both consultative and educational. I accomplish this by employing a realtively simple approach I call, H.E.L.Ping...Honest, Ethical, Listening and Providing clear comprehensive solutions while adhering to the highest standards of business practices.
Interestingly, my career in the finanicial services industry started in 1991 and compliments my degree in Finance/Economics earned at Temple University. I started with Merrill Lynch in 2010 along with my diverse background in real estate and lending which is grounded in a common sense approach in dealing with client's complex estate and retirement planning issues. My experience also allows me to implement solutions with separately managed accounts, mortgages, insurance products and alternative investments. I also enjoy assisting businesses with their cash management,401k plans and financing with lines of credit and loans that offer client solutions to lending and borrowing needs.
One thing is certain, I will add value to clients with my experience and the vast array of solutions the Total Merrill platform provides.
To experience the Total Merrill advantage call me or send an e-mail by clicking the link above.
PS: Don't keep me a secret!
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com