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.
- The Greensboro North Carolina Chapter of the Society for Financial Services Professionals
- Financial Planning Association
- Society For Financial Service Professionals
- Wealth Management
- Business Succession Planning
- Family Consulting
- Asset Management
- Estate Planning
- B.A. - Psychology, 1974
University of North Carolina
- B.S. - Business Administration, 1976
University of North Carolina
- Certified Financial Planner
- Financial Planning Specialist Designation
- CPA License, 1983
NC Board of Accountancy
- Series 7 & 63, 1987
- Series 65 - Investment Advisory Agent, 1991
- Life and Health Insurance Licenses
- Retirement Income Certified Professional
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- Present: Morgan Stanley*
CERTIFIED FINANCIAL PLANNER
- 1993: Shearson Lehman Brothers
- 1990: JC Bradford & Company
- 1987: Robertson, Neal & Company
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
See November On the Markets from the Global Investment Committee featuring
• "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.
• "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.
• "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.
Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.
Securities Agent: CO, DE, FL, GA, KY, MD, MI, MS, NC, NY, OH, OR, SC, TN, TX, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures