Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
We strive to serve families, individuals, and executives in and around the High Point, Winston-Salem, Greensboro, and Triad areas by leading them through a holistic wealth management process centered around their life goals and objectives.
The foundation of our client-centered practice is built upon our five pillars of IDEAL service:
- Integrity → Ethical and Honest
- Discipline → Consistent and Reliable
- Excellence → Accurate and Precise
- Authenticity → Genuine and Respectful
- Leadership → Humble and Patient
These five pillars define and direct us in everything we do, and they underlie our commitment to developing deep and meaningful relationships with our clients. Because our clients know we care about them, they continually trust in and rely on us to care for them.
Personally, I am also proud to follow the deep-seated Merrill Lynch tradition of participating in the communities we serve by taking our core values of excellence, integrity, and service from Wall Street to Main Street. This underlies my commitment and drives my passion to donate time and effort by volunteering and offering support to the wonderful organizations in our community.
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Indiana Wesleyan University
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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 and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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.