FCMH Wealth Management & Associates, Merrill Lynch
Wealth Management/Financial Services
As a Senior Financial Advisor, I create custom wealth management solutions and tailored financial planning strategies for affluent individuals, families, and their businesses. I understand the unique challenges and opportunities significant wealth can bring and leverage both the Merrill and Bank of America platforms to solve for my client's needs, no matter how traditional or complex they may be. I am known for my exceptional level of service, attention to detail, and going above and beyond for my clients.
My team, FCMH Wealth Management & Associates, and I work with an array of clients including high net worth individuals and families, business owners, real estate investors, corporate executives, and financial sponsors. By leveraging our collective experience in private banking, investment management, capital markets, and commercial banking we provide cross balance sheet advice and bespoke wealth management and retirement plan solutions for our clients, their employees, and businesses. We utilize an advice driven, holistic approach and ensure we understand our client's personal and financial aspirations before creating a strategy designed to help them achieve their goals for today, tomorrow, and in the years to come.