Background
I am a Wealth Advisor with Truist Bank, coordinating a team of professionals providing guidance in all aspects of personal financial services, including financial planning, credit strategies, and investment management. I help clients take a holistic view of their financial situations, while putting their wants, needs, and wishes at the forefront of every conversation.
Before joining SunTrust in 2017, I worked for over ten years for a diverse range of financial services organizations, including Morgan Stanley, First Tennessee, and Bank of America/Merrill Lynch.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
I hold degrees in economics and psychology, with a minor in business administration, from the University of Tennessee. I live in Knoxville, TN, with my wife, Mary Beth, and our children, and enjoy spending time with family, traveling, music, and hiking.
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