PROFESSIONAL PROFILE

I work with clients in long term advisory relationships, helping people manage the decisions that influence their wealth. Serving as a strategist, I work with families, closely held small businesses, and the self employed. Following a client-specific strategy, I help develop the tactics for clients’ investments that assist them with their goals.

The varieties of financial services I offer include:
* Investment Planning/Implementation
* 401k/IRA Rollover Strategies
* Retirement Planning
* Education Planning
* Annuities

After we create your portfolio, the services I provide to my clients include monthly email newsletters, online access to your statements and a customized review of your portfolio-which is available, free of charge, at your online site. I also meet with my clients to review their portfolio, progress made and any changes that need to be made, as the need arises.

My Client Associate, Diann also remains in contact with my clients during the account opening and transition process. This further enables a smooth transition.

I hold the Chartered Retirement Planning Counselor Designation, and the Certified Special Needs Advisor designation. Additionally, I have completed several graduate level management and investment courses.

As a graduate of the University of North Carolina at Chapel Hill, I hold a Bachelors Degrees in both Economics and Political Science.

I am an Eagle Scout and remain heavily involved with the Cub Scouts and Boy Scouts in Western North Carolina. Currently, I am serving as the 2010 Community Chairman of the Friends of Scouting campaign. My wife and I enjoy hiking and traveling with our three sons.

I would love the opportunity to speak with you in greater detail about how we can work together.

I am available to speak free of charge to your civic, or non-profit groups and provide a general market commentary.

Should you require, I am available to travel to your home or office.

Please call 828-258-4434 for scheduling information.

To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com