I am a Medical Wealth Advisor with Truist Bank, and specialize in working with physicians and their families. With more than 20 years of experience and a big picture approach to helping clients manage both assets and liabilities, I collaborate with my clients to provide individualized solutions to help protect and build wealth. I hold both the Accredited Wealth Management AdvisorSM (AWMA®) and Chartered Retirement Planning Counselor™ (CRPC®) designations.
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
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
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians
Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices
Location data unavailable at this time. We apologize for the inconvenience.