Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy — and help you consider your risk tolerance, time horizon and liquidity needs.
As a Senior Financial Advisor, I can assist you by helping you build a personalized wealth management strategy to address your individual and business financial needs. I focus on delivering a comprehensive approach to managing wealth, beginning by listening and helping you make informed decisions as you develop your strategy.
I began my career in the financial services industry over 20 years ago. My career with Merrill began in 2005 where I helped my valued clients with their financial needs through 2011 until moving to another firm, then finally returning to Merrill in 2022, helping my clients with their investment and financial needs, supported by Merrill specialists and top-rated research.
Before joining the financial services industry, I worked as an engineer and technical manager for almost 20 years. I worked in the areas of precision bearing manufacturing, industrial lighting and industrial controls as a project and program manager. My last assignment in engineering before departing to financial services was as Manager of Operational Excellence, focused on statistical problem-solving, improving processes, reducing costs and championing the overall pursuit of excellence, applicable to most organizations.
My wife, Julie Huneycutt, and I reside in Hendersonville and have lived in the area for over 35 years and are active members in the community. We have 4 children. Julie is Executive Director of Hope Coalition, a non-profit helping our community address substance use disorders. Julie and I are co-founders of Anna's Hope at the Community Foundation of Henderson County, another organization helping our community address and mitigate substance use disorders. We are members of Grace Blue Ridge Church where I have served as an elder and Treasurer and Chairman of the Finance committee in the past.
I am a long-time member of the Rotary Club of Hendersonville where I have served in the past on the Board of Directors, Chairman of the Environmental Committee, Club Coordinator for Adopt-a-Stream and Big Sweep stream clean-up, and as Chairman of the Rotary Foundation International. One of my passions is cold water conservation and fly-fishing. I’m a long-time member of Pisgah Chapter of Trout Unlimited where I have served on the Board of Directors and as Director of Corporate Outreach. I am a member of MountainTrue, where I have served in the past as the Henderson County Coordinator for Big Sweep, the annual national stream and waterway clean-up event.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
North Carolina State University
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 Lending Officer
Bank of America, N.A.
NMLS #589225
Wealth Management Banking Specialist
Merrill
We understand that both your life and the financial markets can change over time. By 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.
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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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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