I started my career in healthcare & saw too many families torn apart by the financial impact of health crises. I joined Merrill to help families realize their dreams, even when the unexpected happens.
We offer access to the investing insights of Merrill, trust & fiduciary services from Bank of America Private Bank & the banking convenience of Bank of America. We will work to help you stay on track, regardless of what the markets are doing, with a goals-based financial approach to help you reach goals that matter most to you.
*Merrill, its affiliates & financial advisors do not provide legal, tax or accounting advice. You should consult your legal &/or tax advisors before making any financial decisions. Banking products are provided by Bank of America, N.A. & affiliated banks, Members FDIC & wholly owned subsidiaries of Bank of America Corporation.