Rod is a Managing Director, Private Wealth Advisor in the Atlanta/Buckhead office. He focuses on total portfolio planning, including investment policy, asset allocation* and manager selection. He works intensively on servicing the complete needs of high net worth individuals and wealthy families.
Rod has over 30 years of experience in the investment field, the entire tenure with Merrill Lynch. Rod has extensive knowledge in the fields of portfolio development, derivatives, trust services and diversification strategies. He is a member of the firm’s Advisory Council To Management and a frequent guest speaker for Merrill Lynch in offices across the nation.
Rod has been recognized as a top Advisor in several industry publications:
In 2013, 2014, and 2015 Rod was selected by the Financial Times1 to their list of the top 400 Financial Advisors in the country.
In 2009, 2010, 2011, 2012, 2013, 2014, and 2015 Rod was selected as a top Advisor in Georgia in Barron’s Special Report of the nation's top 1200 advisors2 and was chosen as the #1 Advisor in Georgia in each of the last 6 years.
Every year from 2007 through 2015, Rod has been named in Barron’s as one of the “Top 100 Financial Advisers3 in the country.
Rod served in the US Navy for 5 years as a Supply Corp Officer after graduating from the Georgia Institute of Technology on an ROTC scholarship. He is a member of the Buckhead Church and currently lives in Atlanta with his two children.
* Asset Allocation does not ensure a profit or protect against loss in declining markets.
1 The Financial Times Top 400 Financial Advisors, March, 2015. For information about the selection criteria, go to http://details-he.re/fWZZLQ. All rights reserved
2 Barron’s “America’s Top 1,200 Advisors: State-by-State” list, February 21, 2015. For information about the selection criteria, go to www.barrons.com. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.
3 Barron’s "America's Top 100 Advisors" list, April 18, 2015. For information about the selection criteria, go to http://details-he.re/qHq1U7. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
Barron’s Top 100 Advisors Ranking reflects the volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100, and rates the rest by comparing them with the top-ranked advisor. Investment performance is not an explicit criterion, because many advisors do not have audited results, and their clients have a wide variety of investment goals, from conservative to aggressive.