My Team is a highly experienced wealth advisory group that serves corporate executives, affluent families, retirees, public and private foundations, trusts and corporations. The group is dedicated to providing clients with the finest individually tailored strategies. In addition to traditional portfolio construction, estate planning strategies and retirement income planning strategies we can provide access to our affiliates. We are committed to providing the highest level of service to our clients on a daily basis in an environment designed to meet their needs and exceed expectations. Specialties: Wealth Management, Investment Management, Retirement and Investment Planning, Estate Planning Strategies, Tax-Efficient Strategies This information is intended for use only by residents of AL, AR, AZ, CA, DE, FL, GA, LA, MA, MS, NY, TN, TX, VA Insurance Products are offered through nonbank insurance affiliates of Wells Fargo and Company and are underwritten by unaffiliated insurance companies. Please contact me by email or by phone 251-370-1477. I cannot respond to messages through LinkedIn. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on