Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I have practiced at Merrill Lynch Wealth Management since 1996 and currently hold the title of First Vice President- Wealth Management Advisor in the Huntsville, Alabama office. My focus is on the wealth management needs of individuals, families and business owners by providing customized wealth management and retirement plans to pursue their short-term and long-term financial goals.
As a financial advocate for my clients, I understand my clients goals and help to develop a strategy that pulls all of their personalized information together. My number one priority with clients is to keep them focused on where they want to go, advise them how to get there, and maintain a reasoned and disciplined approach along the way. I like to take a hands-on approach to financial guidance and understand that the quality of life you enjoy during retirement depends greatly on the steps you take today.
This year I recently celebrated 23 years with Merrill and am a 1980 graduate of the University of North Alabama, with a BS in chemistry and a minor in mathematics. My wife and I just celebrated our 36th wedding anniversary and together we have three children, a son in law, two daughters in law, our first grandchild on the way and a dog named Baxter. My hobbies include: reading, fishing, watching sports, listening to music and enjoying family time.
Please contact me or one of my team members to set up a no obligation, in-office coffee meeting with me to talk about how I can assist you in organizing your finances and help you achieve your financial goals.
Connect with Cal:
Contact me directly at 256-650-2438 or my Client Associates, Tara Rousseau at 256-650-2457 or Amber Johnson at 256-650-2427.
I look forward to meeting you!
University of North Alabama
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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 periodically 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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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
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 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.
We will work to help you stay on track, regardless of what the markets are doing.