110 South Stratford Rd.
Winston-Salem,, NC 27104-4230
I am a Senior Premier Advisor with Truist and offer over 20 years of financial services experience. I take great pride in working at Truist and strongly believe in our purpose, mission and values that ensure the firm, its teams and individuals remain intertwined with and build better lives in the communities around them. I maintain contact and closeness with my clients, whether in-person or virtually. I help clients take a comprehensive, holistic and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management.
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.