As part of the Re Corr Bell Group, I focus on portfolio analytics and assisting clients with wealth management strategies. Our goal is to increase the probability of our clients achieving their goals by utilizing our established processes. I joined Merrill Lynch Wealth Management in 2010 and Bank of America in 1997. Since graduating from Wake Forest University, I've spent the majority of my career in banking and investments. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. *CAP and Chartered Advisor in Philanthropy are the property of The American College, which reserves the sole rights to its use, and is used by permission. 