I joined Merrill in 2021 with over 10 years of experience in the Financial Services industry. I take great satisfaction in my ability to connect clients and multiple generations of their families to all the global resources at the Firm. Drawing on my background as a private wealth advisor and a small business lender, I can also help business owners coordinate their business finances and personal wealth through various cash and liability management and lending strategies, retirement plan services, business succession and estate planning services.
After earning my Bachelor’s degree in English from Spelman College in Atlanta, Georgia, I pursued my Master of Science degree in Business Management from Wake Forest University in Winston Salem, North Carolina. My husband and I reside in Houston where we are raising three very active children. When I'm not cheering at their various sporting activities, I enjoy reading, traveling, and spending quality time with my family.
*Lending Services are through Bank of America, N.A.
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.
