With over 30 years of experience as a financial advisor at Merrill Lynch Wealth Management, I hold a degree in finance and an MBA from Auburn University, along with completing the Senior Financial Advisor program from Wharton Business School. My team specializes in working with small business owners and corporate executives, offering asset allocation, succession planning, and developing custom strategies to help meet each client's financial goals. We provide comprehensive guidance on the sale of private businesses, retirement planning, and estate planning issues while seeking long-term financial success.
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.
AWMA™
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.
