Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
3455 PEACHTREE ROAD N.E.
ATLANTA, GA 30326
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My number one priority is to help multi-generational families leave a legacy and achieve their life financial goals.
With my 21 years of financial services industry experience, I take pleasure in exceeding our client's expectation and take pride in making them happy. As a CRPC® professional, I work closely with multiple generations of ultra-affluent families throughout the United States to discern their financial priorities and implement integrated strategies to advance their goals and leave a legacy.
We offer a suite of services to help with Life Planning:
• Wealth Management Planner - We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses.
• Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix
• Banker – Facilitate and take care of all credit and balance sheet management including mortgages, credit cards, basic banking, bill payment etc.
• Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them.
• Friend – We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished
I WELCOME A CONNECTION, PLEASE CALL OR EMAIL ME.
Phone: (404) 231-6393
Oak Bay Secondary
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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 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
*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.