I have been in the financial services industry since 1992 and have been with Merrill Lynch all this time. My focus is on developing strategies and solutions for international high-net-worth individuals, their families and their businesses based upon their respective risk tolerances, time horizons, liquidity needs and overall investment goals.
My approach to wealth management is consultative, objective and committed to excellence. First, I take the time to listen to and review client financial situations, preferences and goals. Second, I offer recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, I follow up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
I am a graduate of the University of Texas at Austin, with a B.S. in mechanical engineering(1979) and an M.B.A. in 1981. I live in Houston Texas since 1982 and travel regularly to Mexico and Lebanon to visit clients. I am divorced since 1994 and have two daughters (20 and 25).