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Event Details

    Shoals Monthly Meeting Understanding Your Needs and Goals

    Date: June 9, 2016, 11:30am – 1:00pm
    Shoals SHRM Chapter
    First Metro Bank
    325 S Pine Street
    Florence, AL 35630
    $12 Members, 15 Guest and Fee for Package deal
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    Aubrey Wilson Finacial Advisor 

    The presentation explains the Goals Based Wealth Management methodology implemented by Merrill Lynch when dealing with private wealth management clients.  The thoughts and ideas discussed will provide for a better understanding of the Merrill Lynch approach to client relationships and potential services that could be provided to employees as they begin to plan their retirement, transition into retirement, or handle the next stage in their financial lives after work.

    Bio: Aubrey has been with Merrill Lynch since 2014 and has earned the Accredited Asset Management Specialist designation (AAMS®) in 2015.  He attended the University of Mississippi and the University of Utah’s National Outdoor Leadership School (NOLS). He is currently serving his third term as Chairman of the Board of Directors of The Tennessee Valley Art Association, Board member of the Shoals Crisis Center (Rape Response), and is a Florence Middle School Career/Tech Business Advisory Council member.  In 2015, he was selected to participate in the Alabama Leadership Initiative, a symposium for Alabama’s emerging leaders under the age of 40. He was a founding Board member of the Tennessee Valley Art Association Foundation for Endowment and a past Board member of Downtown Florence Unlimited.  He is a member of First United Methodist Church of Florence.  He and his wife, Ann Taylor, live in Florence with their two young sons.

    301 North Seminary Street
    Florence, AL 35630
    T 256.760.2024
    F 256.278.4384
    Toll Free 888.232.7267
    NMLS# 1246129