Investments, 401K, IRA, Credit and Lending, Estate Planning, Business Solutions Emmett is a former US Army officer and senior corporate manager. He has been in the financial services industry since 2007, and he joined Merrill Lynch in 2011. His focus...
Investments, 401K, IRA, Credit and Lending, Estate Planning, Business Solutions Emmett is a former US Army officer and senior corporate manager. He has been in the financial services industry since 2007, and he joined Merrill Lynch in 2011. His focus is on developing tailored plans and solutions for affluent individuals, their families and their businesses to help them accomplish their financial goals.
Emmett's approach to wealth management is consultative, objective, and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Finally, he follows up with discussions covering a wide range of solutions, including investments, credit and lending, securities based lend
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