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Private Wealth Management
Merrill Lynch - PBIG
I work with individuals and families, helping them develop holistic strategies to meet their inestment and planning goals, and communicate their objectives with their families. I have a special focus on trust, estate and philanthropic related objectives. I also manage our team and our collective marketing efforts. My career began in investments as an advisor at Raymond James & Associates in Chattanooga 1994. Since then I had the privelege of serving my high school alma... Continue Reading