Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I serve three primary types of clients: individuals, non-profit organizations, and private businesses. To assist in my capacity to offer advice and support, I have earned the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School, University of Pennsylvania.
I have the privilege of helping individuals and families around the U.S. to pursue their financial objectives. I deliver a full spectrum of assistance and work with clients and their other advisors to develop their wealth management, retirement strategies, charitable giving, and legacy plans. I serve current and retired entrepreneurs, executives, philanthropists, lawyers, doctors, teachers, artists, entertainers, and others.
My support for charities is based on my prior experience as a non-profit officer and consultant. I provide a wide array of financial services including fundraising resources, investment strategies, portfolio development, and retirement plans. I work with non-profits around the country including social service agencies, public policy groups, cultural organizations, and educational institutions.
I also assist corporations and partnerships in a wide range of sizes. In particular, I provide financial tools and advice to enterprises and their owners in varied industries such as technology, entertainment, medicine, finance, and construction.
I came to Merrill Lynch from another major financial firm in 2009 and have been working in the industry since 1999. Previously, I was a development director and a charitable fundraising, finance, and strategy consultant for nearly 10 years. I am immediate past board chair at City of Refuge (an urban mission bringing hope and life to those living on the margin in Atlanta) and a trustee at Trinity School. I also serve on the leadership council for Legacy Advisors at Children’s Healthcare of Atlanta, volunteer with Boys & Girls Clubs and Cub Scouts, and am a past president of the Georgia Planned Giving Council.
My wife, my two children, and I belong to Peachtree Road United Methodist Church where I teach adult Sunday School and serve on the endowment committee. My personal interests include writing, music, history, cooking, and golf. I received my bachelor’s degree with honors from Yale College and my master’s degree from Oxford University.
Warwick Valley High School
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 652512
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to 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 financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.