My Goal is to Score Financial Security for My Clients!
Financial confidence comes from knowing that thoughtful planning went into maximizing every opportunity in a tax efficient manner.
If you'd rather plan your next product launch, marketing campaign or next round of funding than plan your finances, my team and I at Bank of America Merrill Lynch are here to help.
I work with a select group of business owners, entrepreneurs, founders and start ups to help them create and manage their financial game plans.
I would love to share with you what we're doing to see if it's aligned with what you're looking to achieve. Email me at firstname.lastname@example.org and let's set up a brief discovery call or WebEx.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
Financial Advisor at Merrill Lynch Wealth Management
College/Pro Team: University of Illinois and University of Aberdeen
Chapter: West Los Angeles
Specialty: Financial Adviser / Wealth Management
Preferred Contact: email@example.com