PROFESSIONAL PROFILE
As a Financial Advisor at Merrill Lynch, I am dedicated to creating and implementing financial solutions that are consistent with our clients' financial objectives. It is my practice to promote a systematic approach to wealth management coinciding with our clients' financial goals and a clear understanding of their risk tolerance
Through Merrill Lynch, I am able to provide an array of financial services including individual retirement arrangements, investment asset management, home financing solutions, and retirement plan services for small business owners. In conjunction with these services, I am supported with specialists and top rated research.
My career with Merrill Lynch began in 1991 after earning a BS degree in Business Administration from the University of Florida in 1990. I worked with Merrill Lynch Private Client from 1996 thru 2005 as a Financial Advisor and Investment Associate with the Layton Morgan Wealth Management Group in Jacksonville, Florida. In July of 2005 I earned the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
I moved back to my home town of Vero Beach in 2005 with my wife, Debbie, and our two daughters.