PROFESSIONALLY I am a Financial Advisor with Merrill Lynch Wealth Management in the Wilson, NC office. I joined Merrill Lynch after completing a Master of Science degree in Accounting from East Carolina University and after having a successful career in Trust and Estate Management with Cititrust International. In addition, I have been employed as an Accountant with East Carolina University. These combined experiences and being a part of a result driven organization gives me the ability to deliver outstanding services while meeting the needs of my clients.
CLIENT PROSPECTS include those who seek an energetic and client focused advisor; those who want a financial professional to be a vital part of their network providing strategies and resources to pursue their goals and objectives; those who look for a trusted financial advocate … I welcome the opportunity to connect with you.
*Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
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