Selecting a Financial Advisor is one of the most important choices many individuals and organizations will ever make. Ultimately, you are entrusting your financial future and associated life priorities to a professional who will hopefully honor your choice with service and guidance that will preserve, grow, and transfer your hard-earned wealth in the most effective manner, with the most efficient use of your resources.

Whether considering family, home, health, leisure, work, giving, or retirement you have goals and concerns for your wealth that are important to you. By exploring your life priorities, investment personality and associated risk profile, I connect you with the right strategies to assist you with life’s most important goals -- yours. This includes providing personalized recommendations that are flexible enough to adapt to your goals throughout your lifetime.

Guidance includes managing expected results realistically and ethically, applying a disciplined yet personalized approach to the many situations faced over your lifetime. Service includes providing you with the intimacy of a boutique-style relationship while leveraging industry-leading investment research from Merrill Lynch Wealth Management. Strategies are entirely based on your best interests throughout all of your lifecycle choices, changes and outcomes, including:

• Holistic approach to wealth management
• Retirement planning
• Education planning
• Investment and risk management
• Estate planning services, wealth transfer & philanthropy
• Asset preservation and Liability management
• Business succession planning
• Insurance strategies
• Lending solutions and strategies through Bank of America, N.A., both personal & commercial
• Long Term Care

Change in life is inevitable. What can remain constant is the assistance needed to develop flexible strategies in support of your life priorities, help you track progress towards your goals and revisit your financial strategy as required. Based in Alexandria, Virginia and serving clients throughout the global community, I look forward to helping you.

BACKGROUND & EDUCATION

As a financial services veteran of more than twelve years I focus on working with corporate, entrepreneurial, individual and familial clients to help them achieve their financial goals. I hold Series 7, 63, and 65 FINRA registrations as well as the Virginia Life and Annuities insurance license. I write a quarterly column for a magazine on finance and investments. A graduate of Howard University I completed all the coursework for an M.B.A. in Finance, and hold an M.A. in African Studies, Development and Policy and a B.S. in Psychology (cum laude).

COMMUNITY INVOLVEMENT & FAMILY LIFE

I served as a Past President of the Annandale Chamber of Commerce in Annandale, Virginia, and had been a director on the Chamber’s Board for 9 years. As the Chamber’s former Volunteer Coordinator I coordinated efforts for our many events including the annual Fall Festival and Parade, Bed Race and Haunted House. Other community organization involvement includes supporting the Urban Financial Services Coalition in their mission to support, advocate and develop financial advisors throughout the area. I am the proud mother of my daughter, Palesa, who just graduated at Howard University in the Fine Arts department as an Acting Theatre Arts major. I reside in the Mount Vernon area of Alexandria, Virginia, but originate from Johannesburg, South Africa where I was born and raised, along with my two sisters.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.