Value Statement

Question 1

As a Merrill lynch financial advisor, I focus on connecting all aspects of clients financial lives to help them prioritize and pursue to goals that matter most to them.

Answer 1

I work with high net worth individuals and families to understand their financial situation, help them articulate their short and long term goals, and then I recommend a financial strategy aligned with what they want to achieve. I do so while combining personalized service with the investment insights of Merrill Lynch and access to the banking convenience of Bank of America

Question 2

As a Merrill Lynch financial advisor, I take the time to understand what’s important to high net worth investors, and I customize strategies around their priorities and goals

Answer 2

I’m committed to applying Merrill Lynch’s goals based wealth management process to help clients pursue their most meaningful objectives including those related to the lifestyle they wish to pursue and helping them secure a legacy that lasts beyond their lifetime.

Question 3

I’m a younger guy but I’ve gone through many life experiences that have a financial impact

Answer 3

I’ve gone to college, bought and sold a house, gotten married and had a child

Question 4

I bring with me the investment insights of Merrill Lynch

Answer 4

And the banking convenience of Bank of America