Merrill Lynch, Blackrock and Goldman Sachs will present several topics addressing financial and retirement planning.
- Preserving and Enhancing Wealth for the Future
Andy Lovell, CPWA® • Merrill Lynch • Portfolio Manager
- Securing Your Retirement and Making the Most of Your Retirement "Home Stretch"
Dan Garrity • Blackrock • Director
- Cybersecurity in a Digital and Interconnected World
Danny Hamilton • Goldman Sachs • VP/Regional Director
|| 2:45 – 3:00 pm Registration
3:00 – 7:00 pm CPE Class
5:00 pm Dinner Buffet
Meet the Speakers
Lawrence "Dan" Garrity is a Director for BlackRock in the Southeastern United States. He has worked with MLIM/BlackRock for 16 years. A graduate of the University of Denver, Dan holds a CIMA designation from the Wharton School of Business at the University Of Pennsylvania. He has been in the finance industry since 1989 and has previously worked with Colorado National Bank, Great West Life and Annuity, Van Kampen American Capital Funds. and OppenheimerFunds. Dan is an active member of sigma Chi Alumni, Rotary International, and coaches youth lacrosse. He lives in Birmingham Alabama with wife, two children and two dogs.
Danny Hamilton is a VP/Regional Director at Goldman Sachs. Danny joined Goldman Sachs in 2005. Prior to that, he held a similar role at Van Kampen Investments, now Invesco. Danny received his BBA from the McCombs School of Business at the University of Texas in Austin, Texas and his MBA from the Bauer School of Business at the University of Houston in Houston, Texas. Danny lives in Austin, Texas.
Andy Lovell, CPWA®
Andy Lovell is a graduate of the College of Charleston where he earned a BS degree in Business Administration with an emphasis in Finance. After graduating, he became a member of the US Sailing Team and remains an avid sailor. In 1996, he became registered with a NYSE member firm. Andy attended the Chicago Booth Business School executive training program to receive a Certified Private Wealth Advisor designation CPWA® from IMCA® the Investment Management Consultants Association. Andy joined Merrill Lynch in 2007. Andy is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Andy is a native of New Orleans where he and his wife are raising three daughters.