As a Senior Financial Advisor, I can assist you by helping you build a personalized wealth management strategy to address your individual and business financial needs. I focus on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
I began my career in the financial services industry over 20 years ago. My career with Merrill began in 2005 where I helped my valued clients with their financial needs through 2011 until moving to another firm, then finally returning to Merrill in 2022, helping my clients with their investment and financial needs, supported by Merrill specialists and top-rated research.
Before joining the financial services industry, I worked as an engineer and technical manager for almost 20 years. I worked in the areas of precision bearing manufacturing, industrial lighting and industrial controls as a project and program manager. My last assignment in engineering before departing to financial services was as Manager of Operational Excellence, focused on statistical problem-solving, improving processes, reducing costs and championing the overall pursuit of excellence, applicable to most organizations.
My wife, Julie Huneycutt, and I reside in Hendersonville and have lived in the area for over 35 years and are active members in the community. We have 4 children. Julie is Executive Director of Hope Coalition, a non-profit helping our community address substance use disorders. Julie and I are co-founders of Anna's Hope at the Community Foundation of Henderson County, another organization helping our community address and mitigate substance use disorders. We are members of Grace Blue Ridge Church where I have served as an elder and Treasurer and Chairman of the Finance committee in the past.
I am a long-time member of the Rotary Club of Hendersonville where I have served in the past on the Board of Directors, Chairman of the Environmental Committee, Club Coordinator for Adopt-a-Stream and Big Sweep stream clean-up, and as Chairman of the Rotary Foundation International. One of my passions is cold water conservation and fly-fishing. I’m a long-time member of Pisgah Chapter of Trout Unlimited where I have served on the Board of Directors and as Director of Corporate Outreach. I am a member of MountainTrue, where I have served in the past as the Henderson County Coordinator for Big Sweep, the annual national stream and waterway clean-up event.
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.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2023 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
One of the reasons I chose to become a Merrill financial advisor was my passion for educating clients about investing. I want to help you understand planning for your wealth, as well as the challenges and possibilities presented by the markets, and the impact this greater understanding can have on your full financial life.
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.