PROFESSIONAL PROFILE

OUR CLIENT COMMITMENT:

Our team helps our clients build and preserve financial security by managing financial risks and capitalizing on both tactical and strategic opportunities. Our process focuses on providing lifetime income planning strategies by integrating investment, lending, cash management and insurance solutions. We work closely with our clients’ tax and legal advisors to ensure a comprehensive approach to protecting and growing wealth.


PROFESSIONAL EXPERIENCE AND EXPERTISE:

Carol Douglas has been a financial advisor at Merrill Lynch since 1978. A Phi Beta Kappa graduate from Indiana University, she continues her commitment to higher education by serving on the UNC Charlotte Foundation Board and on the President’s Advisory Circle of Queens University of Charlotte. A Certified Financial Planner since 1985, Carol has guided many families to both build and preserve their financial security and to provide for future generations.

David Deitch has over 25 years experience in the financial services industry. A graduate of Northwestern University in 1980, he spent 17 years working in institutional investment and risk management for major international banks in Chicago, New York, San Francisco and London. David joined Merrill Lynch in 1998. He focuses primarily on the development of investment and lifetime income planning strategies. David serves as a volunteer with Junior Achievement and the CMS public school system. He lives in Matthews with his wife and two children.

Tiffany Rozek has been a financial advisor in the Global Wealth Management Group at Merrill Lynch since 2007. She is a graduate of Clemson University with a degree in chemical engineering. Prior to joining Merrill Lynch, she worked in the U.S. and in Europe for a global manufacturing company. Tiffany now devotes her analytical and risk management skills to helping clients improve their financial security and achieve their long-term financial goals. Tiffany lives in Charlotte with her husband and son. She actively volunteers with the Light Factory and the Pancreatic Cancer Action Network.

Clarence Watkins has over 14 years experience in the financial industry, including 8 years at Merrill Lynch. Prior to joining Merrill Lynch, he worked as a Private Client Advisor for a major financial investment firm. A graduate of Wake Forest University, Clarence is dedicated to developing client relationships by understanding clients’ needs, their present situation and their aspirational goals. He lives in Charlotte with his wife and 2 children. Clarence is a sports enthusiast and an avid tennis player.

Deanna Ingrassia has worked at Merrill Lynch since 1991. She handles all administrative aspects of the client relationship including questions or requests related to statements, account contributions, and banking services. Deanna lives in Charlotte with her husband and 2 children.