Chad is a member of the Global Corporate and Institutional Advisory Services (GCIAS) group at Merrill. GCIAS is a dedicated team of financial advisors who focus on delivering corporate benefits education and individual advice and guidance.* Chad is dedicated to thoroughly understanding the priorities of individuals and families, providing them with personalized attention and disciplined, customized investment strategies. Chad provides access to the investment resources of Merrill and banking convenience of Bank of America to help address the various aspects of clients' financial lives. He works with clients to help identify their primary goals - including education funding, retirement assets and services-and then commits himself to crafting strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. In addition to attention to investing, Chad can offer clients access to the experience of a Wealth Management Lending Officer from Bank of America, N.A., who can provide strategic and personalized lending guidance focused on your needs. Chad holds the Chartered Retirement Planning CounselorSM (CRPC) designation awarded by the College for Financial Planning. Chad is a graduate of the University of Georgia. He works to provide an exceptional level of client care and service, and invites you to contact him to see how his knowledge and service can help meet your financial needs. 