Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
With over 20 years in the financial services industry, I believe I am able to leverage my diverse background and collaborate my like-minded network of colleagues, peers and professionals to provide comprehensive guidance in complicated financial situations.
I joined Merrill Lynch Wealth Management in Panama City as a financial advisor in 2019. Previously, I spent 5 years at Raymond James where I served as a financial advisor. Today, I focus on serving clients from all walks of life who are engaged and desire to improve their financial balance. I am especially sensitive to helping clients make choices during critical changes in their lives such as marriage, divorce, and the death or birth of a family member.
I received my bachelor’s degree in Marketing from Auburn University in 1996 and my MBA from Florida State University in 2002. I follow a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities. I am passionate about delivering excellent service. I hold the Accredited Asset Management SpecialistSM and Certified Divorce Financial Analyst® designations and am a CERTIFIED FINANCIAL PLANNER™ certificant.
My husband, Jason, and I live in Lynn Haven where Jason serves as Parks & Rec Director for Bay County. We have two very active children, Will (15) and Kate (13). We enjoy supporting Will and Kate in baseball and competitive cheerleading and when we have free time, we enjoy spending it outside in the beautiful Sunshine State!
Florida State University
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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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Bank of America, N.A.
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.
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