My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
- Women's Economic Development Council
- Leadership Huntsville
- ION - InterOrganization Network
- Asset Management
- Estate Planning
- Wealth Management
- Lending Services
- Retirement Planning
- 529 Plans
- Education Planning
- Exchange Traded Funds
- Corporate Retirement Plans
- 401k Rollovers
- Masters of Arts, 1989
University of Alabama
Tuscaloosa, AL - BS, 1977
University of Alabama
Tuscaloosa, AL - Financial Planning Specialist Designation
- Series 7 - General Securities License
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent, 2000
Huntsville, AL - Alabama Insurance - Life, Health & Variable Annuity
- Long Term Insurance Licensed
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- 1999
- Present: Morgan Stanley Smith Barney
2nd Vice President
Financial Planning Specialist
Financial Advisor
Huntsville, AL - 1997
- 1998: Colonial Bank
Investment Officer
Birmingham, AL - 1995
- 1997: Nationwide Financial Services
Investment Representative
Birmingham, AL
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See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.





