For over 38 years I have helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience through many different economic and market environments, I have dedicated my career to delivering personalized investment planning services that help my clients achieve financial success. I work with high net worth individuals, families and businesses to provide integrated wealth management and planning services.I earned my undergraduate degree in Economics from Washington and Lee University and hold the Series 3, 7, 8, 63 and 65 registrations. Giving back to the community is important to me. An Eagle Scout, I have served as Vice Chairman for and was a 9 year member of the Heathwood Hall Episcopal School Board of Trustees. I have also been a member of the Shandon United Methodist Church Administrative Board and its Board of Trustees, served on the Executive and Endowment committees of the Indian Waters Council – Boy Scouts of America and currently serve as Chair of the MUSC Hollings Cancer Center Advisory Board. My wife, Mary, and I have two daughters; Cleveland (an Independent Textile and Apparel Designer living in Nashville, Tennessee), and Mary (an investment banker in Charlotte, NC ). In addition to spending time with my family, I enjoy playing golf and offshore fishing with friends whenever possible.
Listed skills include Investments, Financial Advisory, Financial Services, Finance, and 20 others.