Santa Paula Chamber Marketplace
About Merrill Lynch Wealth Management
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the clients family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. 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.