Helping families, founders, executives, and entrepreneurs connect to a better financial life teaches you a lot about the importance these individuals place on having access to a full suite of personal banking services. Whether relating to credit, investment, trust, cash management, or estate planning needs, as a client you will enjoy the benefits of leveraging services from your personal resources at Merrill and the banking convenience of Bank of America.
My wife, Edith Anne, and I are both Atlanta natives. We have a daughter, Shiver and son, Duke (as well as a two dogs - Hank and June). We live in Milton and enjoy spending time at all the places this great community has to offer. Edith Anne is an entrepreneur and work out enthusiast. Some of my passions include coaching my children's sports teams (soccer for my daughter and football/baseball for my son) as well as various Motorsports - cars, jetskis, and dirtbikes.
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.