Nandy is an advisor with over 29 years of investment and wealth management experience. That experience informs her capacity to advise and serve clients every day. She works closely with individuals including entrepreneurs, executives, entertainers, inheritors, and multigenerational families to simplify the complexities of their financial lives. No two clients are alike, so Nandy believes the most important aspect of a successful relationship is to fully understand the unique intentions of each client she serves.  Nandy is an excellent listener, problem solver, and forward thinker. She has a significant background and interest in wealth planning, trust and estate planning services, and philanthropic planning. Nandy is motivated by helping people - that is at the heart of everything she does.

Having joined Merrill in 2012, Nandy began in the investment industry in 1994 at Raymond James & Associates as an Investment Advisor. She has also served in the roles of Private Client Advisor, Wealth Strategist and Regional Trust Advisor at SunTrust Bank.

Nandy is a CERTIFIED FINANCIAL PLANNER ^™ professional, and has earned the designation of Certified Investment Management Analyst^® from the Investments & Wealth Institute^™ (The Institute) in conjunction with the Wharton School, University of Pennsylvania, the Sports & Entertainment Accredited Wealth Management Advisor^™ designation through The College for Financial Planning Institutes Corp., and bachelor’s degree from the University of Tennessee in Chattanooga.

She has lived in Atlanta, Georgia since 2000 and is very active in the community. She currently serves on the Board of Trustees and Finance Committee of Georgia Council on Economic Education, and the Board of Trustees and Treasurer of the Atlanta Estate Planning Council. Previously Nandy served as the Co-Chair of the Advisory Council for CHRIS 180, a former Secretary and Board member of CHRIS 180, currently is an usher and has served on the Finance Committee for Peachtree Road United Methodist Church, and the Board of the Atlanta Bankers Association Trust School. She has served as a member of the Rotary Club of Buckhead, the Atlanta Alumnae Council for Girls’ Preparatory School, and the inaugural class of Philanthropic Advisory Leadership Institute.

She and her husband Wes enjoy time on their farm, gardening, cycling, traveling, UGA football games, and learning from his adult Gen Z children.




*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.