As a Wealth Advisor with Truist Bank, with more than 13 years of experience, my main focus is helping clients steward their wealth in pursuit of their own unique goals, values, and objectives. I take the time to understand what matters most to each of my clients and then utilize the vast breadth and depth of the Truist organization to craft, implement, and maintain a holistic financial plan that orchestrates all elements of a client’s wealth in full support of their goals.
Although I recognize the importance behind the numbers, my concern for my clients goes beyond simply helping them create tax efficiencies or target optimal investments strategies for a given risk tolerance. I enjoy helping clients engage the “softer side” of wealth management.
I began my career as a trust officer managing trusts and estates before becoming an investment analyst, where I learned the fundamentals of constructing and managing investment portfolios for high-net-worth clients. Before joining SunTrust, now Truist, in 2018, I served as a family wealth director at a multi-family office, quarterbacking comprehensive wealth management services to ultra-high-net-worth families in support of their mission, vision, values, and goals. These services included creative trust and estate planning, investment management, risk mitigation strategies, tax coordination, family governance, and even some informal therapy sessions.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more
Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more
Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds
Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts
Location data unavailable at this time. We apologize for the inconvenience.