Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The Howard & Budd Team is an exceptionally service-oriented team that strives to stay in close contact with each client. We believe this proactive approach helps us to anticipate our client’s financial needs and be better prepared to provide innovations for their wealth management needs, which include: investment strategies, credit/liability analysis, retirement and wealth transfer planning. Our primary goal is to help our clients prepare and to enjoy a comfortable retirement through investment selection, simplifying, and safeguarding their assets.
Mark has been in the financial services industry since 2001 after a nine-year tenure as an engineer with a soft drink beverage company. He has extensive experience in portfolio strategies and uses his knowledge to construct portfolios designed to meet clients' short term and long term goals.
Mark earned a B.S. in Chemistry from Birmingham-Southern College and a Bachelor in Chemical Engineering from Georgia Institute of Technology. He enjoys running, playing tennis, and travelling. Mark and his wife, Lori, live in Atlanta, Georgia with their two children, Emma and Nicholas.
Cathryn joined Merrill Lynch in February 2015. In her prior experience, Cathryn worked at Harry Norman as a real estate agent selling luxurious homes the metro Atlanta area. She also worked for The Roger Budd Company, which is in real estate and property management business located in Valdosta, Georgia. She uses this past experience to provide credit/liability analysis and retirement planning services for our clients.
|Cathryn attended the University of Alabama and then studied abroad in London, England. She graduated in 2004 with a BA in Marketing and Design. She is an alumni member of Kappa Kappa Gamma. She has a 4 year old daughter, Caroline, who keeps her very active. They attend church at Peachtree Methodist. In her spare time she volunteers with Open Hand Society and is a member at the Atlanta History Center member’s guild.
Rebecca joined Merrill Lynch in 2010 and has been a Client Associate since 2011. As the Client Associate on our team, her role is to service all administrative needs of our clients while continuing to deepen the relationship with our clients and assist in all aspects of our day-to-day business.
Rebecca is a graduate of Samford University in Birmingham, AL., where she earned a degree in German with a concentration in Business Administration. She enjoys traveling and researching her family history and genealogy and is an active member of the Mayflower Society. Rebecca is a native of metro Atlanta and currently resides in Sandy Springs.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
We along with your tax professional can help you understand how it might affect your investment strategy
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.