PROFESSIONAL PROFILE
Brent is a Financial Advisor with Merrill Lynch Global Wealth Management. Brent joined Merrill Lynch in 2006 after more than 20 years working in and owning several education businesses. His strong interest in business eventually drew him into the financial field. Brent graduated from the University of North Carolina at Chapel Hill with both BS and MA degrees in science education. Currently, Brent holds the designations of Certified Special Needs Advisor (CSNA) and Portfolio Advisor in the Personal Investment Advisory (PIA) program, and he leads the coaching program for new advisors in the Asheville office.
Drawing from Merrill Lynch's vast resources, Brent works with clients to devise and implement strategies to achieve their financial goals, including those related to wealth accumulation and management, retirement income, and paying for higher education. He also helps clients focus on estate planning issues.
Working with teams of specialists, Brent offers a variety of financial services to individuals and families, including:
* Investment Planning/Implementation/Monitoring/Review
* 401k/IRA Rollover Strategies
* Retirement Planning
* Education Planning
* Alternative Investments
* Concentrated Stock Strategies
* Banking and Liquidity Solutions
* Home Financing/Home Equity Loans
In addition, Brent offers various services to business clients, including:
* Cash Management
* Term & Revolving Credit
* Retirement and Profit Sharing Plans - 401k/Uni-K, 403b, SEP/Simple
* Equipment Leasing/Financing
* Payroll, Lockbox, & Merchant Services
* Commercial Property Financing
Please contact Brent to set up an initial appointment to determine if he can add value to your family or business situation.