Expertise DescriptionI have more than 45 years experience in the Fiduciary and Trust Services Industry. My expertise includes estate management, securities and financial advisement, review of trust accounts, and management of money sales training program. I have over 5 years expert witness experience with consultations, deposition, and courtroom testimony.
Areas of Expertise
My consulting services include: Training financial consultants to capture new trust assets and retain existing client trust assets with their accompanying revenue stream; Development of strategic marketing planning for promotion of charitable remainder trusts / life insurance trusts; Annual review of all trust accounts for consistency with state investment objectives and issues of suitability.
|L.L.B.||University of Virginia School of Law|
|A.B.A.||National Trust School|
|Financial Industry Regulatory Authority (FINRA)|
|Series 7 (General Securities License)|
|Series 24 (Registered Principal)|
Awards & Affiliation
North Carolina Bar Association
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Partial List of Consulting Expert Witness Cases