Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
I help my high-net-worth clients achieve and maintain financial security by providing comprehensive planning and long-term financial solutions. I combine sophisticated wealth planning tools with professional resources to match my client's objectives with customized solutions. I work with a limited number of families and businesses to ensure that their experience is outstanding in every way.
Particular areas of specialty are:
Wilmington Office: 1055 Military Cutoff Road, Suite 200 Wilmington, NC 28405 (910) 509-0513
Greensboro Office: 7029 Albert Pick Road, Suite 201 Greensboro, NC 27409 (336) 668-2877
RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.
I am pleased to have been selected as a member of RBC’s Senior Portfolio Manager - Portfolio Focus Group, an exclusive group of financial advisors recognized for their success in building fee-based discretionary portfolio management practices. Read the full press release here.
While U.S. equities have powered forward for more than a year, RBC Capital Markets, LLC’s Head of U.S. Equity Strategy Lori Calvasina tells us why the market should throttle back and deliver gains that hew closer to historical averages. She gives her thoughts on the U.S.’s vexing valuation, whether prospects are better in other markets, and where to find opportunities as shifts in the U.S. market play out. Read the full economic outlook in the latest edition of Global Insight.
When is the last time you have had your life insurance policy reviewed? There have been significant shifts in the insurance industry to accommodate important changes like the increasing life expectancy of our population, the reduced use of tobacco products, and significant advancements in medicine. RBC Wealth Management has resources that provide an objective, no cost, no obligation review of life insurance policies. Together with the firm’s internal experts, we will review your policy to help ensure it is still adequate for your needs and overall financial goals. Contact me if you are interested in a complimentary insurance policy review.
November 4, 2017
Cyber Security - Strategies for Staying Safe Online
February 4, 2020
October 20, 2017
The 13 Wealth Management Issues
Interest rates will … fluctuate; your investment strategy shouldn’t