Experience

Lucid Wealth Planning LLC

• United States
• Financial Services
• 1 - 100 Employee

• Founder, Financial Planner

  • Jun 2019 - 4 years 7 months

  Raleigh-Durham, North Carolina Area Lucid Wealth Planning LLC (“LWP”) is a fee-only financial planning and investment management firm with emphasis on environmental, social, and governance sustainability. From student loans to social security elections, our goal as a fiduciary is to improve every important financial decision you make. We specialize in working with both healthcare and academic professionals, as well as socially responsible investors. If your ambition is to improve the world around you and the lives of… Show more Lucid Wealth Planning LLC (“LWP”) is a fee-only financial planning and investment management firm with emphasis on environmental, social, and governance sustainability. From student loans to social security elections, our goal as a fiduciary is to improve every important financial decision you make. We specialize in working with both healthcare and academic professionals, as well as socially responsible investors. If your ambition is to improve the world around you and the lives of others, we want to help you accomplish your mission. https://lucidwealthplanning.com/ Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements. Show less



TIAA

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Advisor

  • Sep 2015 - Jun 2019

  Raleigh-Durham, North Carolina Area Provided comprehensive planning to individuals and their families in academic, medical, and research institutions. As a not-for-profit organization, our team approach executed with sound coordination and disciplined planning while emphasizing excellence and integrity. Throughout the planning process, we addressed client concerns around strategic income, risk and tax efficiency, legacy and continuity planning, as well as philanthropic objectives.



MERRILL LYNCH

• Vice President - Financial Solutions Advisor

  • Sep 2011 - Sep 2015

  Raleigh, North Carolina Provided clients with goals-based financial planning, liquidity and cashflow analysis/solutions, strategic goal-based investment selection and retirement planning, and tactical solutions for enhanced income. I also leveraged my close team of partners to address small business financing needs, consumer credit/lending, wealth transfer and estate planning, and Trust services.



E*TRADE from Morgan Stanley

• Financial Services
• 700 & Above Employee

• Financial Consultant

  • Oct 2009 - Sep 2011

  As a financial consultant, I focused on building strong long-term relationships with our high-valued clients providing education and consultation on the companies wide range of products and services and present them with solutions that meet their individual needs. We also provided managed investment solutions based on strategic allocation and rebalancing, including non-proprietary MF's, fixed income, structured products, and ETF's.

• Corporate Relationship Manager

  • Jan 2006 - Sep 2009

  Responsible for building and maintaining the relationships between E*Trade Financial and Corporate Clients. Corporate Clients consist of directors, policy makers, board members, CEO's, Section 16 officers, and other Rule 144 regulated insiders. We dealt directly with equity compensation plans (i.e. stock options, restricted stock, grants, ESPP, etc) as well as other retail and bank orriented services.



Coldwell Banker

• United States
• Real Estate
• 700 & Above Employee

• Real Estate Agent

  • Oct 2005 - Oct 2007

  I enjoy building relationships and helping people find solutions. This chapter of my life was a great introduction to a lifelong journey of client centric goal-based planning.