As a Financial Advisor at Merrill Lynch Wealth Management, I have the privilege of assisting individuals, families, business owners, and retirees in navigating their unique financial landscapes. My role extends beyond investment management; it centers on fostering relationships built on trust, financial empowerment, and mutual understanding. I employ a personalized approach to guide clients through various phases of their financial journeys.
Raised in the serene Uwharrie National Forest of North Carolina, I pursued higher education at Appalachian State University in Boone, where I earned degrees in Economics and Finance & Banking. This academic foundation has been instrumental in shaping my career in financial planning. Now residing in the Raleigh-Durham-Chapel Hill area with my wife, Jennifer McBride, I am committed to helping clients build secure financial futures. My experiences instill in me a deep appreciation for hard work, resilience, and the importance of community service, which I strive to embody as I assist others in their financial endeavors
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.