Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Insights, observations, and ideas to help you in your pursuit of your financial goals.
Important Video Disclosures
I will work closely with you to help organize your financial life and give your wealth the attention it deserves. My approach is to offer you knowledge and forward planning - using sound fundamental and rigorous analysis - to help simplify the path forward and build strategies to advance your financial well-being.
At the heart of my philosophy is the time I spend working to understand your family needs and how you prioritize your goals. For business owners, I’ll learn how your business is structured, who you share your decision making with and your intentions for building a business succession and retirement plan. I’ve worked hard for my credentials and can help you with extensive knowledge on a range of customized financial strategies designed to help grow and preserve your wealth, support your lifestyle after the sale or transfer of a business, and pass your wealth to the next generation.
My commitment is to be transparent with you about your progress and unwavering in my determination to offer high-touch, personalized service and responsiveness. I believe the relationship we build can offer you meaningful support to help you follow your financial strategy during career and family growth, market volatility and unpredictable events. I would like you to see me as your go-to person for help with nearly anything financial.
My journey started as a business owner where I learned to listen to people and experience the financial challenges of growing a business. When I became a financial advisor I was committed to growing and improving my knowledge which led me to complete my CERTIFIED FINANCIAL PLANNER CFP certification awarded by the CFP Board of Standards, Inc after completing the education component at Bryant University in Smithfield, RI. In addition, I earned the Certified Private Wealth Advisor (CPWA®) designation administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management in New Haven, CT. I received my Bachelor’s degree in Business Administration from the University of Mobile, Mobile, AL.
For the better part of two decades I have volunteered to work with prison inmates as a volunteer with both the Kairos and CityHope Prison Ministries. I have also volunteered with Outback America and the Rotary Club of Mobile. When it’s time to relax, I enjoy golfing, hunting and fishing. My wife and I reside in Spanish Fort, AL.
University of Mobile
Bryant University
Yale School of Management
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.
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.
May 8th, 2024|7:00 PM - 8:00 PM CST
As I meet with clients who are nearing retirement, Social Security inevitably comes up. It is common for them to be concerned about the future of their benefits and they have many questions. If you have similar concerns and questions, I would like to invite you to a free webinar I will be hosting titled Social Security and You. This Webinar will be held on May 8th at 7:00 pm and we will cover many important topics I think you will find helpful. To register for this free event, please click the link below.
Please click on this link to register
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.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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