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I have been registered a Financial Advisor since 1994, joining Merrill Lynch Wealth Management in 2008. I graduated from the College of Charleston, with a B.S. in Business Administration and hold the Chartered Retirement Planning Counselor as well as the Chartered Retirement Plans Specialist designations. I am a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from my experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm's Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. "I focus on developing long term strategies and recommendations by taking a broad and deep view of your family and their unique goals. I practice conflict free advisory services designed to grow and maximize wealth over multiple generations." *Chartered Retirement Planning Counselor, CRPC and Chartered Retirement Plans Specialist, CRPS are registered service marks of the College for Financial Planning.