My goal is to connect you to the people, plan and process that best fit your unique ambitions. We help you pursue your personal goals, such as planning for and funding your children’s educations; helping to ensure that your retirement lifestyle and potential health care costs are covered; and creating a personalized plan designed to help you achieve your family’s long-term goals. Everything I do for and with you takes into account your personal perspectives and priorities. I aim to bring simplicity and transparency to the complexities of investing, making the often-intimidating task of wealth planning an exciting journey of managing and helping you reach your goals.
Personal: I'm a proud father of a 2-month-old son, Teddy, and 3-year-old wonderful and sassy daughter, Lottie. It's very important to me to be involved with things she loves, like helping her at soccer practice, taking her to dance class, and jumping in muddy puddles. My beautiful wife of 7 years, Valerie "Guido" Bailey was a professional dancer in New York City and I love nothing more than coming home after a long day at the office to a dance party in the kitchen while she holds our son in one arm and twirls our daughter with the other.Recently, I've taken up the art of small engine repair. There's something very fulfilling about getting your hands dirty and bringing back to life an old Stihl chainsaw or lawn mower.I enjoy a casual round of golf and being in the woods of West Virginia during the fall for hunting season. A great time for reflection is when the sun comes up, the woods are coming alive and you're sitting 15 feet up in a tree with the perfect view to take it all in.Professional: As a member of the Merrill Lynch Wealth Management and Bank of America family I'm able to use a vast array of tools and resources to provide you a personalized, customized financial plan to preserve and grow your assets to meet your needs and goals.Before I became an advisor I worked in a client support role with many different advisors from Bridgeport, WV to NYC. From those experiences, I'm able to implement the best practices and potential solutions for MY clients. My focus is to provide you with exceptional service, skill and respect.If experience is what you're looking for, I've teamed up with a senior advisor, David Jackson. He's been an advisor for 30 years, all with Merrill. In this partnership, I'm able to leverage his experience as he's helped many clients like yourself, meet their goals.Our simple 4 step plan outlines how we best get to know you and customize a personalized strategy.1. Get to know you, your goals, priorities risk and concerns.2. Analyze your situation and come up with a personalized strategy.3. Implement the plan as discussed4. Oversee and adapt the plan as needs or goals change.We are in this together. Your success is my success. I'm committed to providing you the best service as possible as we work to meet all of your goals.
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.