As a Relationship Manager, I work closely with individuals, families and institutions to help preserve, grow and transfer wealth across generations.
Drawing on more than a decade of experience serving ultra-high-net-worth clients, I collaborate with specialists across investment management, trust and estate planning, tax strategy, and fiduciary services to deliver personalized solutions tailored to each client's unique needs and long-term objectives. My focus is on providing thoughtful guidance, coordinating comprehensive advice and helping clients navigate complex financial decisions with confidence.
I believe exceptional client relationships are built on trust, collaboration and responsiveness. My goal is to deliver a seamless client experience while serving as a dedicated advocate and trusted resource for clients and their families.
My Experience
Prior to joining Fiduciary Trust International, I spent more than 14 years at Bank of America, where I advised ultra-high-net-worth individuals, families and institutions across a broad range of wealth management disciplines.
Throughout my career, I partnered with internal specialists to deliver integrated solutions spanning investment management, fiduciary services, wealth strategy, philanthropy and governance. Experience serving both private and institutional clients has provided a broad perspective on the complexities of wealth management and reinforced a commitment to delivering thoughtful advice and an exceptional client experience.
Education
- University of Florida, Bachelor of Arts.