Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
I joined Merrill Lynch Wealth Management in 2018 as a Financial Advisor, following a 34-year career as a lawyer. I treasure the lasting relationships developed with my clients and colleagues. Having a positive impact on their lives and their families is very gratifying.
I place a premium on providing attentive and personalized service to my private clients. I work to build a relationship based on trust, confidence, and a deep understanding of my clients’ goals. That relationship, combined with the vast resources of Merrill, serves as a solid foundation for offering sound advice, premier access to investment opportunities, rigorous due diligence and risk management.
I earned my undergraduate degree from Birmingham-Southern College, and my law degree from the University of Alabama School of Law. I was in private practice for many years, and served in the Federal Judiciary, as well. Though I do not offer legal advice in my current role, I have found that the discipline and skills honed over three-plus decades of practicing law have served me well in continuing to work with individuals and families as private wealth clients.
I am a native Virginian, but I grew up in Mobile, Alabama, spending as much time as possible fishing and boating on Mobile Bay. Since starting college some 40-or-so years ago, I have called Birmingham home. When I am away from the office, I enjoy spending time with my wife and my sons. I am an avid fly fisherman, and I like to think that I am pretty handy around a grill, too.
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.
University of Alabama School of Law
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.