As a CFP® professional and Financial Advisor at Merrill Lynch Wealth Management, my passion is to provide clients with comprehensive wealth plans that help ensure the best possible coverage for goal-based investing. I pride myself on building meaningful client relationships built on trust by providing my clients with sound, innovative strategies that align their investment, retirement, and legacy planning needs. With my education and experience, I know the benefits of utilizing a holistic approach.
REASONS TO CONNECT
You are:
- A business owner with complex planning needs
- Wanting to organize and simplify your financial life for retirement
- Seeking Trust & Estate planning strategies for greater control of your legacy
ABOUT ME:
I grew up in Dayton, Ohio and moved to Charlotte, North Carolina in 2003. I graduated Campbell University in May of 2014 majoring in Trust & Wealth management and minoring in Financial planning. I enjoy spending time with my family and friends, watching and playing sports, and taking the boat out on the Lake Wylie/Norman.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.
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.
