I’m an experienced banking executive with broad-based relationship management experience in the affluent and private wealth client segment. I’ve been recognized for my effective leadership skills, ability to establish strategic direction, implement major business initiatives, grow and recruit top talent, and build successful teams and partnerships. My team is focused on acquiring new and expanding existing relationships with wealthy clients and their families through financial planning, estate and tax planning, strategic credit opportunities, investment management strategies, and trust services.
I began my banking career with Wachovia Bank in Winston-Salem, NC, completing the Wachovia Leadership Program and enjoying many roles in the commercial and corporate banking division, including managing teams in multiple locations throughout NC and VA. I transitioned to Truist’s predecessor firm, BB&T, in 2009 via the BB&T Leadership Development Program, after which I started a successful practice as a private advisor for BB&T Wealth in Greensboro, NC, where I was a three-time BB&T Annual Sterling Winner and multi-year BB&T Wealth Elite Performer. In 2014, I moved my family to Orlando, FL, to manage the Central Florida private advisor team, and later became the BB&T Wealth regional director for North and Central Florida.
I currently hold my Financial Paraplanner Qualified Professional™ (FPQP™) designation and FL life, health, and variable annuity insurance licenses.
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
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