With over 30 years' experience in the investment industry, I joined Merrill Lynch Wealth Management in 2019. I obtained the Certified Investment Management Consultant℠ certification in 2000 and I hold the Senior Portfolio Advisor designation in the Merrill Investment Advisory Program. In 2020, I ...more

With over 30 years' experience in the investment industry, I joined Merrill Lynch Wealth Management in 2019. I obtained the Certified Investment Management Consultant℠ certification in 2000 and I hold the Senior Portfolio Advisor designation in the Merrill Investment Advisory Program. In 2020, I obtained the Retirement Management Advisor®, RMA® certification.less