Firm Value Statement
Christine has had an extensive experience in the financial industry. She was previously with Phoenix Investment Partners, Wright Investor Services, American Express Financial Advisors and Ameriprise Financial Advisors. She has dedicated herself to thoroughly understanding the priorities of high-net-w0rth individuals and families, providing them with personalized attention and disciplined, customized investment strategies. She works with clients to help identify their primary goals – including tax minimization strategies, income from retirement assets, wealth transfer, investment needs involving divorces and remarriages – and then commits herself to crafting strategies designed to help her clients achieve desired outcomes, while building, managing and preserving their wealth for current and future generations.
Christine has a Bachelor degree in Economics and a Master degree in Finance.
She follows the deep-seated Merrill Lynch tradition of participating in the communities we serve.
This drives my interest in spending time volunteering with organizations in our community.