I am pleased to share that I have been recognized on the 2022 Forbes “Best-in-State Wealth Advisors” list.
Over the years, I’ve had the opportunity to do what I love—helping my clients pursue their financial goals.
I want to thank Forbes for recognizing my efforts. The world will always be changing around us, but I believe the value of personalized advice and guidance never changes. I’ll always be committed to helping you address your specific needs and priorities.
If you have any questions about your wealth management strategy, please give me a call. I’d be happy to help.
Investing involves risk, including loss of principal.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp. Investment products offered through MLPF&S and insurance and annuity products offered through Merrill Lynch Life Agency Inc. (“MLLA”):
Are Not FDIC Insured
Are Not Deposits
Are Not Bank Guaranteed
Are Not Insured by Any Federal Government Agency
May Lose Value
Are Not a Condition to Any Banking Service or Activity