Everett is Senior Financial Advisor on the Global Corporate & Institutional Advisory Services team at Merrill where he has worked since receiving his finance degree from the University of Georgia. Everett assists his clients in simplifying and streamlining their lives by focusing on and prioritizing their personal goals. He leverages the vast resources & investment capabilities of Merrill and provides access to the banking and lending capabilities of Bank of America to provide customized strategies to each of his client’s unique circumstances. The strategies he designs often address asset allocation, investment selection, tax minimization, wealth transfer, cash flow management, liquidity, and retirement income strategies.
Everett was born and raised in Atlanta Georgia where he attended The Westminster Schools.
Everett is an avid Georgia Bulldogs and Atlanta Sports fan. He enjoys playing golf and fishing and hiking with his dog Chili. He also enjoys cooking and coaching youth sports in his free time.
He holds the Chartered Retirement Planning Counselor™ designation and maintains a focus on concentrated stock management, estate planning services and retirement planning and custom financial strategies for high and ultra high net worth clients focusing on corporate executives and retirees.