Type of Business
Wealth Management
Company Description
Everyone’s financial journey is different. Women and minorities are often presented with unique financial challenges and less resources available in the complicated financial world, including advice. My focus is to provide resources to empower women and minority business owners to achieve financial independence through personalized financial planning, investment management and relationship banking. My team at Merrill Lynch and I provide holistic financial advice to our uniquely successful clients and their families. We help clients define goals, establish a wealth management strategy centered on their priorities and adjust their strategy on an ongoing basis as the inevitable changes in life occur. This strategy might include planning for business needs, helping ensure that money lasts in retirement, funding children’s education and preserving wealth. Utilizing the breadth of Merrill Lynch planning and investments, along with access to banking and lending resources of Bank of America we are able to provide virtually all financial services in one place. If you have questions or feel lost when it comes to your finances, you are not alone! Even if you feel like you have a decent grip of your finances, what could you be doing differently now to position yourself better in the long run? These are very normal questions and thoughts that I can help you evaluate and explore!
When & Why I joined NAWBO
I joined NAWBO in November 2018 because I was inspired by the enthusiasm and resiliency of the women in this community. I felt welcomed with open arms from day 1 and knew immediately that I would be sticking around! I have grown both professionally and as a person from the networking opportunities and professional development workshops provided by NAWBO. It is truly a special group of women with a warm, fun, hardworking and inspiring culture.
