As a Regional Managing Director, I lead a team of financial professionals dedicated to delivering customized investment management, trust and estate and wealth planning solutions to high-net-worth individuals, families, family offices and non-profit institutions. My focus is on fostering client relationships, driving the growth of our regional business and ensuring our clients' goals are met with integrity and expertise.
My Experience
I have over 30 years of experience in financial services and wealth management, leading market teams and managing client relationships. Before joining Fiduciary Trust International, I honed my skills at Abbot Downing, Wells Fargo Private Bank and Wachovia in Georgia, South Florida and the Carolinas.
My previous community leadership has included board of director and volunteer roles at Grady Health Foundation, Covenant House Georgia, Atlanta Symphony Orchestra, Woodruff Arts Center, United Way of Greater Atlanta and The Westminster Schools.
Education
- Wake Forest University, BA
Financial Credentials
- Certified Financial Planer (CFP)
- Series 24, Series 7, Series 65
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!