4320 S 17th St.
Wilmington, NC 28412-6615
I am a Premier Banker, Accredited Asset Management Specialist℠ (AAMS®), with Truist and offer over 24 years of financial services experience. Maintaining a servant’s heart, from my personal life to my work life, I help empower Clients to take a comprehensive, holistic and strategic approach to Financial Planning, while delivering customized solutions and providing active relationship and risk management. I strive to put Clients first by building their trust through high-touch attention, in-depth conversations, and technology. I seek to educate my Clients on being better stewards of their personal financial wealth and health, regardless of the size of their needs, serving as a guide through their financial journeys addressing both short-term and long-term goals.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.