"Guiding Investors on the Journey of Life"I’m honored to be named to the Forbes Magazine list of America’s Best-in-State Wealth Advisors for the 7th consecutive year in 2024. My passion for investing began at age 10 when I received a gift from my grandmother. The gift was one share of stock in her hometown bank—the company for which my deceased grandfather had served as President.When I later received a check for a small dividend, I was hooked. I determined to discover what my stock certificate was all about. I rose early each morning to retrieve the newspaper and check the price of “my” company.My father taught me that the certificate wasn’t just a piece of paper but represented partial ownership of a company. He also taught me about the responsibility of being a good steward of that which I had been entrusted. I began learning about business and the philosophies of the giants of investing. It was clear that being an owner of stock entailed risk but could bring substantial long-term rewards. I learned the importance of good management and what factors might cause a company’s stock price to rise or fall. At Clemson University, I had great success as a Financial Management student and graduated summa cum laude. But my passion for finance wasn’t just academic—it came with a growing desire to connect with people, learn their goals, and guide them to make good decisions as investors. In my 30 years of hands-on experience guiding high net worth individuals and families through complex challenges, I have found the benefits of wealth extend beyond mere finances. Resources provide opportunities to express values, assist loved ones, and live out deeply held beliefs. But there are landmines and challenges that can derail your financial journey. If you have been able to accumulate significant assets and seek a thoughtful, experienced guide for those inevitable bends in the road, please message me to set up an introductory 15-minute call.2018-2024 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com Awarded (2018-2024).   Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html