Andy has been in the financial services industry since 2012 and joined Merrill in 2016. His focus is on helping affluent individuals develop personalized financial strategies by understanding their short-, mid- and long-term financial goals.Andy holds the Chartered Retirement Planning Counselor™ designation and is a CERTIFIED FINANCIAL PLANNER® professional. He is a graduate of The University of North Carolina at Greensboro with a bachelor’s degree in Finance and was a member of the Cross Country and Track & Field team's.Andy and his wife, Bridgette live in Greensboro with their 3 sons.
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.
