Financial Advisor249 Royal Palm Way, Palm Beach, FL, USA
- Monday :9:00am - 5:00pm
- Tuesday :9:00am - 5:00pm
- Wednesday :9:00am - 5:00pm
- Thursday :9:00am - 5:00pm
- Friday :9:00am - 5:00pm
- Saturday :Closed
- Sunday :Closed
Merrill Lynch A Bank Of America Corporation
I focus on offering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.