Merrill Lynch, Pierce, Fenner & Smith Inc.
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.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as the San Dimas Mountain Rescue Team . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.