About Us

I am a financial advisor at Merrill Lynch Wealth Management and I possess a wealth of knowledge and acumen in the financial industry. I hold both the series 66 and series 7 FINRA registrations, and I am also well-versed in securities laws and regulations. In addition to the standard industry licenses, I have also obtained my Chartered Retirement Planning Counselor™, CRPC™) designation which allows me to go above and beyond in the retirement planning space, including Social Security and Medicare. With a professional and responsible approach to managing wealth, I am able to assist my clients as their financial advisor. Additional Disclosure: *Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.