Chad has been a member of the Global Corporate and Institutional Advisory Services (GCIAS) group at Merrill since joining the firm in 2010.
GCIAS is a dedicated team of financial advisors who focus on delivering corporate benefits education and individual advice and guidance. Chad assists his clients in simplifying their financial lives by helping them establish and prioritize goals. Leveraging the extensive research, investment know how and financial wellness resources of Merrill and Bank of America, he delivers tailored strategies that include asset allocation guidance, tax-efficient investing, cash flow management, lending, retirement income strategies, and wealth transfer.
Chad is born and raised in Georgia. He received his BBA in Finance from the University of Georgia in 2009. He also has held Chartered Retirement Planning Counselor™ designation since 2010.
Chad and his wife live in Peachtree Corners, GA along with their two children. He and his family are involved in numerous charitable organizations in the Atlanta area.
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.
