My goal is to be a trusted advisor to my clients. With over 3 decades of experience in wealth management, private banking and capital markets, I have honed my financial knowledge to deliver appropriate solutions for individuals and businesses alike.
Throughout my career, I have had the privilege of serving on the Board of Directors of the United Way and contributed to the betterment of our community. Additionally, I have served the Economics Club of Nashville, the Mid-South Alternative Investment Association, and I have the privilege of participating in the NCAA Alumni Research Panel. As a member of the baseball team at Arkansas State University, I learned the values of teamwork, discipline and perseverance - qualities that I use today to serve clients.
I hold a Bachelor's degree in Finance from Arkansas State University and a MBA from the University of Memphis. These experiences laid the foundation of my understanding of the financial markets and the dynamic world of business strategy.
I am excited to be with Merrill Lynch Wealth Management and build on the core principles of client focus, trust, respect for each other, and teamwork.
As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.
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.