Experience

Boys Arnold Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Counselor

  • Jul 2021 - Present

  We use a consultative process, where we help our clients simplify the complexities of wealth and transition through life.

• Financial Analyst

  • Aug 2020 - Jul 2021

  Asheville, North Carolina, United States As a financial analysts for Boys Arnold Wealth Management an office of AMG National Trust I help executives, business owners, high net worth individuals, and institutions discover a better way to wealth. Our team works closely with each client to develop integrated financial solutions that are customized to their goals, and backed by insightful research, thoughtful innovation, and decades of experience



VERITAS CHRISTIAN ACADEMY, INC.

• United States
• 1 - 100 Employee

• Head Men's Basketball Coach

  • Aug 2022 - Present

  Fletcher, North Carolina, United States



Carolina Day School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Head Men's Basketball Coach

  • Jun 2018 - Aug 2022



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jul 2018 - Aug 2020

  190 Biltmore Ave. Asheville, NC 28801 Comprehensive investment planning, insurance reviews, estate planning strategies, tax-efficient investing strategies, business exiting strategies, and risk management. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/ MAY LOSE VALUE.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Registered Personal Banker II

  • Jun 2017 - Jul 2018

  Open and maintain consumer and business accounts Deepen customer relationship with Wells Fargo Uncover needs to help customers through partner referrals (ex. Merchant, Mortgage, Investment). • Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative

  • Oct 2016 - Jun 2017

  Comprehensive financial planning which consist of insurance planning, estate planning, tax management, business exiting strategies, investment planning, and risk management.



The Palmer Group

• Student Internship

  • Jun 2015 - Oct 2016

  Comprehensive financial planning, insurance planning, estate planning, investment planning, and tax planning.