For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Institute for Divorce Financial Analyst, Member
- Selwyn Avenue Presbyterian Church, Elder
- Selwyn Avenue Presbyterian Church, Child Development Center, Board Chair
- The House of Mercy, Board of Directors
- Charlotte Junior League
- Charlotte Country Day Alumni Board
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- 401(k) Rollovers
- Life Insurance
- Long Term Care Insurance
- Alternative Investments
- Fixed Income
- CERTIFIED FINANCIAL PLANNER
- CERTIFIED DIVORCE FINANCIAL ANALYST
- B.A. Economics - The University of the South, Sewanee 1999
- George Washington University, Masters Certificate in Project Management, 2002
- The University of Virginia, The McIntire Business Institute, 1999
- Charlotte Country Day School, 1995
- Charlotte Business Journal Top Area Wealth Managers 2012 & 2013
- Charlotte Business Journal Top Area Wealth Managers 2011
- National Premier Advisor 2011
- Present: Morgan Stanley**
- 2004: Capital One Finance
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.
As CERTIFIED FINANCIAL PLANNER practitioners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
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People are looking for retirement to be more fulfilling and engaging. A solid strategic plan – along with investments that are right for you – is one way to help ensure success. Learn more about some of the resources I can use to help you achieve your goals in today’s new retirement.
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