I joined Bank of America in 2002. Prior to my current role as a Wealth Management Advisor, I held positions as an Analyst, Associate Portfolio Manager (Investments) and Wealth Strategies Analyst at Bank of America Private Bank (formerly US Trust). I am a Certified Private Wealth Advisor® professional. I focus on guiding sophisticated clients through the complexities of accumulating, preserving and enhancing substantial wealth.
I am led by a belief that managing wealth is a professional discipline, not a just a career or a job. My entire career, including my formal education, has been focused on deepening my knowledge into the critical areas of managing wealth effectively.
I graduated from Campbell University in North Carolina, with a B.B.A in Trust and Investment Management. I also earned an M.B.A. from Campbell University's Lundy-Fetterman School of Business.
I currently reside in Coral Springs with my wife Sarah and our three daughters Juliet, Cate and Claire.
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.
