Investing: Where do I even start?

In this #WomenInvested Meet Up, hear tips on how to begin your investing journey – or take it to the next level

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Insights, observations, and ideas to help you in your pursuit of your financial goals.

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Face your challenges with the resources of one of the world's largest financial institutions at your back.

How we help clients prepare for the joys and challenges of retirement.

How we help clients build a plan that plots a steady course to retirement.

How we can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked so hard to build.

My team and I will help you fulfill your vision for your family's financial future.

How we can work with your estate planning attorney and tax advisor to help preserve, protect, and control the wealth you’ve worked so hard to build.

Take charge of your financial future with a plan that is all about you.

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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.

  • EDUCATION

    University of Mobile

    Bryant University

    Yale School of Management

Professional Staff

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.

Past Events

Social Security and You

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

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    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.

    Philosophy

    I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

    Approach

    Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Capabilities

    Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

    Focus On Individuals, Families and Small Businesses

    I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals

    Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

    This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

    Staying on Track

    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.



    Reviews to help you
    stay on track

    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.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      #DigitalMerrill

      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

        Let’s Have a Conversation

        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.

        Why Merrill?

        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.


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        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.

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        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.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.