With over 30 years of experience, our investment philosophy utilizes a team approach to financial advising. We combine experience, education and energy to offer each client a consultative approach to investing and wealth management. As partners in your financial future, we are committed to leveraging the worldwide resources and capabilities of Merrill Lynch to provide the best quality of service available on a personal level.. Wealth Management,Retirement Investing,Beyond Banking,Estate Planning Service,Solutions for Business,Investments,Credit & Lending,Advice & Planning,Investment Management,Investment Securities,Financing Services