JB works with his clients to develop a robust wealth management strategy that ranges from investment selection to the efficient transfer of business ownership and individual wealth.
He now works with third generation clients as a result of the trusted long term relationships built over time.
JB joined Merrill in 1987. He acquired 30 years of experience helping Merrill clients confidently invest in the challenging environments of the last three decades.
Prior to working for Merrill JB owned a specialty advertising comany which used hot air balloons to promote various events, products and companies. He was a commercial pilot and provided hot air balloon sales, training and adventure flights.
He graduated from Marshall University in 1980 with a B.S. in Marketing and Finance.
JB lives in Charleston, West Virginia with his wife Becky, They have two sons, James and Robert. James is a graduate of West Virginia School of Dentistry. Robert is a graduate of West Virginia University School of Business, and works in the financial industry.
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.
