I am a Financial Advisor at Merrill Lynch Wealth Management. My career comprises over 25 years of experience in the financial services industry. This includes advising individuals, business owners, non-profit organizations, and foundations. Clients share with me their goals, needs, and future ambitions. This allows me to provide investment advice that focuses on the client and their family. Furthermore, I wok hard to develop long term relationships with clients and prospects, and remain a trusted resource to grow and preserve their financial wealth.
Service to the community is important. I am involved with community service activities such as volunteering with Boys and Girls Clubs, March of Dimes, Kiwanis Club of Anniston, The Northeast Alabama Community Foundation and Alpha Phi Alpha Fraternity. Outside of work and community service, I enjoy sports such as football, basketball, golf and cycling.
I am a graduate of Tuskegee University with a Bachelor of Science degree in Business Administration. Additionally, I am a graduate of the University of Alabama in Birmingham with a Master of Business Administration (MBA) degree.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
