2 W Washington St
Suite 803 ,
Greenville, SC 29601-2735
I’m a Senior Vice President and Financial Advisor, drawing on a breadth of experience, education, and knowledge to tailor wealth management strategies to the unique needs of affluent families, individuals, and business owners. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Analyst® (CFA®), I believe in building long-term relationships based on communication, staying focused on my clients’ changing needs, and providing exemplary service and thoughtful guidance to help simplify their lives.
I seek to address my clients’ complex issues in a simplified manner, delivering customized investment management, estate planning services, and retirement income planning strategies, in a plan that best aligns with their resources and objectives.
For my clients who are approaching retirement and concerned about preserving their lifestyles and passing their wealth to future generations, I can recommend strategies for investing, retirement income planning, and tax-efficient wealth transfer, while managing their assets and liabilities to help them achieve their goals.
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.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, 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
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.
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
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