Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
3455 Peachtree Road N.e.
Atlanta, GA 30326
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Chad joined Merrill Lynch Wealth Management in 2010. His focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short and long-term financial objectives. Chad holds the Chartered Retirement Planning Counselor designation. He is a graduate of The University of Georgia with a bachelor's degree in Finance. He and his wife, Natalie, live in Atlanta with their daughter and are active in the community, supporting a variety of charitable organizations.
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.
The University of Georgia
Forbes "Best-in-State Next Generation Wealth Advisors"
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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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