PROFESSIONAL PROFILE

As a Financial Advisor at Merrill Lynch, I work with affluent individuals, families and small business owners to manage the complexities of their financial lives. I believe in a disciplined approach to investing and work closely with you to form a strong relationship and understanding of your goals and objectives. Togther we will develop a strategy that meets your time horizon and manages your risk while growing and preserving your wealth.

Utilizing Merrill Lynch's proprietary research and resources, I strive to run a holistic practice that encompasses portfolio management, retirement and estate planning, education savings and insurance needs.

As a Certified Special Needs Advisor, I am passionate about assisting families with individuals who have special needs. Together we will work to address the needs of the individual and integrate those into your broader financial strategy.

A graduate of the Carroll School of Management at Boston College, I am an active alumni and member of the Boston College Women's Council while also serving on the Membership Committee for The Boston College Club. As a member of the Boston Estate Planning Council I participate in educational workshops to remain current and informed in all areas of estate planning. I hold a degree in Interior Design and play an active role in the Boston Design community where I frequently volunteer and participate in community service home-building projects.

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