Blair began his career with Merrill in 1996 as a regional loan officer in Jacksonville, Florida. He then moved to Cleveland, Ohio with Merrill Lynch Wealth Management to work as a Financial Advisor in 1997. His focus is on delivering a comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. Blair provides access to the investment insights of Merrill and banking convenience of Bank of America to help address the various aspects of clients’ financial lives. He’s driven by his passion for delivering excellent service and helping clients pursue their goals. Blair is a graduate of Baylor University with a bachelor’s degree in Finance. He and his wife, Joy, moved to San Antonio, Texas in 2005 with their three children and are active in their community and their children’s schools.
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.
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.