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Daily Archives: September 28, 2020

Written Interviews

Wealth Management Goals for the Entrepreneur

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As Market Development Manager (Vice President) for Merrill Lynch Wealth Management’s community market offices in the Tennessee Valley, Jonathon Hubbard works closely with local leadership and financial advisors to help clients achieve their life goals through a full range of financial solutions and investment strategies based upon the client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. 

From rushing football fields in Charlotte, North Carolina as a high school student, and at Davidson College to Corporate America, Jonathon honed his soft skills on the stage. Believe it or not, he was a theater major pursuing a bachelor’s degree. Improvisation and soft skills practice paid off. During an economic crisis, he saw an opportunity to begin a career in finance that would evolve into a profession affording other people opportunities to build generational wealth. It doesn’t hurt that his family will also benefit from his knowledge. 

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Barrett Rae Owner of Eli’s Friends

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Barrett Rae is the owner of Eli’s Friends in Goldsboro, NC.  Barrett sat down with me and discussed her experience of her planning process.  Barrett opened for business in June of 2015 and has been extremely successful.  Below is our interview, while she didn’t want to be on video, she was completely happy with just the voice recording.  Please remember we were in her facility and she had about 52 dogs just in the doggie daycare that day.  Please enjoy.

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