Bank of America | Merrill - Arthur Anderson, Financial Advisor
Financial Management & PlanningInsurance
When you put your money to work properly, you can spend time doing what matters to you most. Under my careful and patient guidance, I give families access to the same investment options as institutional investors. I confer with other key professionals (i.e. legal counsel, certified public accountants, estate planners, other brokers, etc.) to provide a sensible plan to achieve personalized, long-term financial and life goals. Using my disciplined approach, I take each client through the three stages of wealth management: Accumulating, Consolidating, and Endowing. I call this Arthur Anderson’s ACE System.
ACCUMULATING: During this stage, my clients are earning an income and saving for goals.
CONSOLIDATING: During this stage, my clients reduce the risk in their savings and look to their investments for income.
ENDOWING: During this stage, my clients focus on legacy and supply their family with gifts.
I’m excited about helping you build a legacy of wealth by designing your financial portfolio to help you grow your lifestyle to its greatest potential.
NMLS # 1735609
Life Insurance License # 2836979
- Phone: (847) 564-7152