Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I am a Birmingham, Alabama financial advisor with Merrill Lynch.
Prior to joining Merrill, I spent nine years experiencing the full spectrum of starting a business, growing a business, going through a valuation process, and selling my half of the company in a way that my business partner, employees, and clients were still taken care of. It was a great experience and gives me deep insight into what many of my clients also experience. I then spent 4 years working with Fortune 500 companies across the country as a management consultant, gaining insight into a different array of business planning, challenges, and solutions. Since joining Merrill Lynch in 2016, I spend much of my time listening, helping clients formulate their goals, choosing appropriate investments, and creating and monitoring plans to help those clients stay on track to meet their goals. I subscribe to the Goals-Based Wealth Management process and I believe in a genuine relationship-based approach to client service.
I am a graduate of Samford University. I have deep roots in Alabama and am the 8th generation of my family since 1813 to live in what is now metro Birmingham. When I was a small business owner, I spent 13 years living in the Anniston, Alabama area. And it was there that I really learned the meaningfulness that an active life of volunteering and community involvement provides. During those years I had the privilege of serving as the 95th president of the Rotary Club of Anniston, as a co-chairman of the Calhoun County-wide tornado relief fundraiser in 2011, on the board of the Calhoun County Chamber of Commerce, annual emcee of the All Saints Center of Concern Roast Fundraiser, and on the boards of the YMCA and Leadership Calhoun County.
Now that I’m back in Birmingham, I serve as Social Chair and incoming board member of the Rotary Club of Birmingham, on the executive committee for the nonpartisan Public Affairs Research Council of Alabama Roundtable, in my 9th season as a volunteer host with the Knox Concert Series in Anniston, and as a member of the Community Foundation of Greater Birmingham’s Professional Partners in Philanthropy.
I can help clients (individuals, businesses, and nonprofits) with investments, retirement preparation assessment and planning, retirement distribution options, long term care financial preparedness, company retirement plans, education and life-goal investments, as well as general planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.