I'm a Financial Advisor with Merrill in Charlotte, North Carolina, with over 10 years of experience in the financial services industry. I work with individuals and families to understand what matters most to them and develop personalized strategies around their goals and priorities.
I believe financial advice starts with listening. Through Merrill, I provide access to investment insights and wealth planning resources, along with access to banking, credit and lending capabilities through Bank of America. My goal is to make financial decisions easier to understand so clients can make informed choices as their needs and priorities evolve.
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.
