I came to work for Bank of America in 2000.  After a ten year career in law enforcement and with over twenty years in the financial services industry, you can count on me to do something that many of my competitors won't do:  tell you the truth.  I'm not a portfolio manager. I don't specialize in picking individual securities and managing portfolios. I'm a Wealth Management Advisor. The value I bring to my clients is not through trading stocks in their accounts daily. The fact is that affluent clients in today's complex and fast moving markets need a team of professionals making decisions about the daily activity in their portfolio that is consistent with their risk tolerance and financial goals. That is exactly what is available to our clients through Merrill's Investment Advisory Program.

Decisions about your portfolio are made by people who are equipped to analyze companies, mutual funds, market conditions, and a host of other factors that directly impact the risk and return potential of your portfolio. Before a client can effectively utilize these resources however they must have a plan. That is the value that I bring. I focus on constructing individualized strategies for you and your family that emphasize achieving your financial goals and address all of the areas of your financial well being: asset allocation* in your portfolio, saving for education funding and retirement, life and long term care insurance analysis to protect your family and estate, debt management, and utilization of the banking resources of Bank of America to help simplify your life. Whether you're working with a Financial Advisor now, managing your own portfolio, or you haven't yet taken the steps to address planning needs in your life I invite you to meet with me and my team to explore the opportunities available to you here. We work hard to build lasting relationships with our clients that give them the confidence that comes from a well crafted financial strategy and what we believe are the best financial resources available anywhere. My team and I love what we do and are excited to be working everyday to help people realize their dreams and goals. If this sounds like what you're looking for in an advisory team please reach out to us today to learn more about how we can help you.

 Named to Forbes “Best-in-State Wealth Advisors” list in 2018-2022 *

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

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.

Named to the Barron's "Top 1,200 Financial Advisors" list in 2020-2022 *

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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 of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Asset allocation does not ensure profit or protect against loss in declining markets.

*A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.

Nick joined Stikeleather & Associates in 2019 after completing his undergraduate studies in Finance and Banking at Appalachian State University.  He is one of two Financial Advisors on the team.  A native of the Charlotte area, Nick is an avid sports fan, especially when it comes to the Carolina Panthers and the ASU Mountaineers!

Meg is the Senior Business Manager on our team, and effectively our "Chief of Staff."  She began working for Bank of America over thirty years ago after completing her undergraduate studies at Appalachian State University.  Her experience and extensive knowledge in banking and investments are rare, and her ability to leverage that for our clients is distinctive.  Meg's commitment to excellence is exhibited in her leadership on our team and her sincere care for the needs of our clients.

*Banking products and services provided by Bank of America, N.A.