I am a Preferred Advisor with Truist Wealth, with more than 15 years of financial services and retirement planning experience, and serve as a relationship manager and advocate for affluent clients and their families. Utilizing an in-depth financial needs assessment, and in partnership Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, I develop recommendations tailored to my clients’ needs, priorities and preferences. his comprehensive, strategic approach to financial planning helps my clients face the future with anticipation rather than apprehension.
Investment Adviser Representative, Truist Advisory Services, Inc.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
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
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.
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
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Top-notch service delivery and support for the private banking and/or wealth needs of business owners.
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