Everett is 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 research resources & investment capabilities of Merrill & Bank of America to provide customized strategies to each of his clients unique circumstances, including asset allocation guidance, investments, tax minimization, wealth transfer, cash flow management, lending, 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, fishing and hiking with his dog Chili. He also enjoys cooking and coaching youth sports in his free time. Everett follows the deep-seated Merrill tradition of participating in the communities we serve through a variety of organizations.

He holds the Chartered Retirement Planning Counselor™ designation focusing 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.