As a partner of Merrill’s Global Corporate & Institutional Advisory Services (GCIAS) Group, Chad leads GCIAS' Defined Contribution, Defined Benefit, and Philanthropic institutional investment consulting practice. Chad received his B.S. and M.B.A., with honors, in Accounting from Troy University. Chad is a six-year veteran of the United States Army where he served on active duty. He is also a recipient of numerous military awards to include the Meritorious Service Medal. Upon completion of his military service, Chad joined KPMG as an auditor. 

Chad enjoys golf, skiing, scuba diving, and traveling. Chad lives in Atlanta with his wife, Sharlene, and son, Beckam. In addition, Chad has FINRA Series 6, 7, 63, and 65 registrations. Chad holds the Certified Equity Professional (CEP^®) designation, a Certified Investment Management Analyst^® (CIMA^®) designation sponsored by the Investments & Wealth Institute^™ at the Wharton School of Business at the University of Pennsylvania, a Certified Plan Fiduciary Advisor, CPFA^TM designation, as well as a Certified 401(k) Professional Designation that was earned through UCLA’s Retirement Advisor University. Chad holds BofA's Global Institutional Consultant, Retirement Benefits Consultant, Defined Contribution Investment Consultant, and Equity Plan Consultant designations.

Chad volunteers his time with Lake Oconee Church, Habitat for Humanity, Disabled American Veterans, Atlanta Children’s Shelter, and the Wounded Warrior Project.


*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. *Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”). Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC.