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Exceptional Service, Personal Attention
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Wealth management and preservation |
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Retirement planning and income strategies |
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Business retirement plans, IRA 401(k) rollovers |
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Designation: AAMS® |
As a financial advisor with Wells Fargo Advisors, I take great pride in listening and fully understanding your needs, helping clarify your goals, providing regular feedback on your progress and developing a customized strategy to guide you toward achieving financial success.
I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources — including research analysts and economic and market experts — I can help you.
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Areas of Focus
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0811-2096 08/17/11]
Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0811-2096 08/17/11]
Five Star Professional, as a third-party research firm, administered a survey, by mail and phone, to 1 in 4 high-net-worth households (over 14,500 consumers) and registered financial services representatives (over 1,500 financial services professionals) to evaluate the approximately 3,000 wealth managers in the Memphis area (includes Shelby, Tipton, and Fayette counties in the state of Tennessee; DeSoto and Marshall counties in the state of Mississippi; and Crittenden county in Arkansas). The evaluation was based on nine criteria, including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations, and overall satisfaction. After review by a panel of local industry experts and a review of regulatory history, Five Star Professional determined the final list of 2011 Five Star Wealth Managers scoring highest in overall satisfaction and representing less than 7% of the wealth managers in the Memphis area.
• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.
• Only wealth managers with more than five years of experience in the financial services industry are considered.
• The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's experience.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Memphis Magazine.
• Please keep in mind that working with a Five Star Wealth Manager is no guarantee as to the future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future. For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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