
Timeline
About me
Senior Financial Advisor
Education

Brown university, providence, rhode island
1976 - 1981Bachelor's degree
Murrah high school, jackson, mississippi
1973 - 1976High school diploma/ged
Experience

Merrill lynch wealth management
Jan 1998 - nowSenior financial advisor, vice president
Licenses & Certifications

Chartered retirement planning counselor
College for financial planningJun 2011
Personal investment advisor
Merrill lynch internalFeb 2014
Languages
- enEnglish
Recommendations

Luke pinnock
Applications Support Officer at Southampton City CouncilSouthampton, England, United Kingdom
Pierre bastid
Directeur Solidarités dans le monde (SPF) & formateurParis et périphérie
Priya ahuja
PYP Facilitator-Nurturing the whole childMumbai, Maharashtra, India
Kala harn
Small Business Banker @ Wells Fargo | Financial ServicesTampa, Florida, United States
Shalini sathuluru
Civil Engineer/ Structural EngineerTirupati Urban, Andhra Pradesh, India
Ajeet singh
Incident ManagementDelhi, India
Monika choubey
Technical lead at WiproMumbai, Maharashtra, India
Pritom das
Invoicing Specialist | Executive - Finance | Finance Graduate | NSU | EDUChattogram, Bangladesh
Marwan osama
Product Manager | GrowthEgypt
Steven hoffman
Project Engineer at Oklahoma Department of Environmental QualityOklahoma City Metropolitan Area
...