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Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
I've been a financial advisor for over 24 years, joining Merrill Lynch Wealth Management in 2010.
I began my career with Morgan Stanley in Atlanta.
I'm a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
I'm a Certified Private Wealth Advisor® (CPWA®) certificant, a designation awarded by the Investments & Wealth Institute®.
I was named to the Forbes "Best-in-State Wealth Advisors" list for Georgia in 2022(Published on April 7, 2022. Rankings based on data as of June 30, 2021).
I currently hold the Series 7, 9, 10, 31, 63 & 65 FINRA registrations.
I am a graduate of Georgia State University in Atlanta where I earned a bachelor’s degree in education.
My CPWA® education component was completed through the Yale School of Management's Wealth Management Theory & Practice Executive Education program.
I am passionate about serving the children of my community.
I serve as a board member and Past Chief Volunteer Officer for the Boys & Girls Clubs of Lanier. For my work with the Boys & Girls Clubs, I was named as a finalist for the Volunteer of the Year Award by the Invest in Others Charitable Foundation in 2015. Under my leadership as Board Chair, the Boys of Girls Clubs of Lanier was named as the top performing board in 2014 for the state of Georgia and the southeastern United States by the Boys & Girls Clubs of America.
I served as a board member and officer of the Boys & Girls Clubs Alliance of Georgia.
I served as an advisory board member for Sugar Hill Christian Academy for over 6 years.
I played 2 years of college baseball and coached youth baseball for several years.
I'm also a graduate of Leadership Hall County
I've been married to my wife, Sandy, for 26 years and we have 3 children: Christian, Nicholas and Carly.
When not spending time with family or following baseball, I enjoy golf, fly fishing and cooking.
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
English
Georgia State University
Yale University School of Management
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Merrill
Structured Credit Executive
Bank of America, N.A.
Wealth Strategist
Merrill
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