Helping friends think through and implement better financial decisions is my passion.
While degrees and certifications along with their required continuing education provide great insight, I also rely on "real world" experiences from raising three children with my wife, Pam, as well as co-owning, developing and selling a successful software and services corporation.
A graduate of Georgia Southern and a resident of Statesboro for most of my life participating in many civic and faith-based organizations. Most recently I have served as Council Chair for Statesboro First United Methodist and as Lieutenant Governor of Divison 17 for the Georgia District of Kiwanis International.
*In my role at Merrill Lynch, I do not provide tax or legal advice.
Connie joined Merrill Lynch Wealth Management in 1997 as a Client Associate for Max Manack. Her roles and responsibilities include coordinating client meetings, providing timely service to clients, and organizing client events. Connie is a fully Registered Senior Client Associate and uses her knowledge and experience to address client needs and priorities.
Betsy has been with the firm since 2010 and is a fully Registered Client Associate. She focuses on opening new accounts and profiling clients to meet industry regulatory requirements. She assists in identifying and simplifying a broad spectrum of services designed to meet specific daily financial needs of each client. Betsy also assists the team in handling various operational procedures. She values each client and seeks to help resolve any client’s needs or concerns.
Ansley is a 2014 graduate of the University of Georgia’s Terry College of Business where she earned a BBA in Marketing. Ansley joined the firm in October 2016. She assists in preparations for client meetings, client and marketing events, and servicing various client needs. She enjoys meeting new people, serving her community, and looks forward to engaging with clients.