I am a Financial Advisor with Truist Investment Services, Inc., and offer clients more than 23 years of financial services, retirement planning, and investment management experience. I am proud to have been in this role with Truist for over 21 years.
My advisory focus is on developing and implementing investment strategies to help clients meet their immediate and future goals. I follow a disciplined process of assessing a client’s financial situation, determining their risk tolerance, forming and executing an appropriate investment plan, and performing regular portfolio rebalancing to obtain measurable results. I also consult on risk management, retirement planning, insurance planning, and other critical financial strategies.
Investment Adviser Representative, Truist Advisory Services, Inc.
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