Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
No matter what the market is doing or what the news headlines read, I will help to develop a cutomized long-term financial strategy based on your personal goals.
With almost a decade of experience in the financial industry, I work closely with affluent, multi-generational families and businesses. I professionally customize each strategy to fit the quantifiable goals I develop with my clients. I strive to create meaningful, lifelong client relationships. After growing up in Rock Hill, South Carolina, I graduated from the prestigious South Carolina Governor's School for the Arts and Humanities. I then attended the University of North Carolina with a major in Finance. I am an active leadership member of the Women's Junior League of Augusta, member of the Leadership Augusta Class of 2019 and a graduate of Leadership North Augusta Class of 2017. My husband Ryan and I are members of Saint Mary's on the Hill Catholic Church.
Giving back to Augusta and the surrounding communities through volunterism is an integral part of my practice. If you would like to see how my professionalism and dedicated client service could benefit you and your family, contact me at your earliest convenience.
University of North Carolina
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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.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.