I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Board member and President of Brentwood Country Club
- Board Member and President of Princeton Hills Home Owners Association
- Board Member and President of Morning Star Sanctuary Domestic Violence Program
- 401(k) Rollovers
- 529 Plans
- Asset Management
- Cash Management
- Certificates of Deposit
- Corporate Cash Management
- Education Planning
- Financial Planning
- Fixed Income
- Investment Policy Statements
- Municipal Bonds
- Professional Portfolio Management
- Qualified Retirement Plans
- Retirement Planning
- Wealth Management
- Bachelor's Degree University of Memphis
- Dr of Jurisprudence Nashville School of Law
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- to present: Morgan Stanley*
Began Career w/ Dean Witter Reynolds, at E F Hutton (1986-1988) and returned to Dean Witter in May 1988.
See February On the Markets from the Global Investment Committee featuring
• "The ECB Delivers"Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees the European Central Bank’s recently announced Quantitative Easing plan as being larger and more credible than the market expected, showing the bank’s commitment to fighting deflationary forces. It also has implications for how investors should position their portfolios.
• "Lower Oil, Higher Dollar Lift GDP Forecast" Cheaper energy bolsters consumer spending, but could dampen capital spending later in the year. The higher dollar puts downward pressure on prices and gives consumers more purchasing power. All told, Morgan Stanley & Co.’s 2015 US GDP forecast shifts to 3.3% from 2.9%.
• "Will Consensus Earnings Ever Be Right?" In January of most years, consensus earnings estimates show, on average, a 14% earnings gain for the S&P 500 companies—a forecast that usually falls to 6%, on average, by December. This year, analysts have slashed forecasts for energy and related companies so much that the current 2015 forecast is for 2% growth, which Adam Parker, chief US equity strategist for Morgan Stanley & Co., argues is just too low.
Plus, look for more on US and global equities as well as fixed income investments.
Securities Agent: AL, CA, FL, GA, KY, MO, MS, MT, SD, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures;
It's 2015. Do You Know Where All Your Retirement Savings Are?
Morgan Stanley Investor Insights