I joined Merrill Lynch Wealth Management in 2000, after an 11-year career in the building-materials industry. I take a strong family-oriented point of view in my approach to portfolio and income strategies and retirement advice for my clients. I can address the wealth management needs of affluent individuals and families. I am a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I earned my Bachelor’s degree in Business Administration at Mercer University in Macon. I live with my wife, Della in Macon, where I am a member of the Macon Civic Club.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
