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 & Divorce
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- 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 2011, 2012, 2013, 2014 & 2015
- Present: Morgan Stanley*
- 2004: Capital One Finance
See April On the Markets from the Global Investment Committee featuring
• “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.
• “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low.
• “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much.
• Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.
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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Securities Agent: CA, DC, GA, IL, IN, KY, LA, MN, MO, NC, OH, SC, VA; General Securities Representative; Investment Advisor Representative