Member Since 2021
Warren is an experienced Chief Investment Officer for an independent bank and trust company that has provided fiduciary services since 1906. Warren has over 25 years of fiduciary asset management experience with over $1 Billion in assets under management. He is skilled in Equity Research, Banking, Economic Research, Credit Analysis, and Asset Management. He has worked with ultra high net worth individuals, corporate managers, municipalities, along with multiple non-profits and faith based organizations. He is a frequent key note speaker on market and economic topics and a daily contributor on regional talk radio. an experienced fiduciary finance professional with a Master of Business Administration (MBA) focused in Finance & Marketing from Georgia State University.
Devising simple ways to make the customer journey more seamless can keep customers coming back long term.
As an asset manager and instrument-rated pilot, the term “soft landing” has a different meaning to me than to other watchers of the Federal Reserve.
It has become clear that inflation is not as transitory as the Federal Reserve originally believed.
Retirement does not have to be an all-or-nothing decision.
The universal law of finance is this: The current value of any asset is the present value of all future cash flows.
While business challenges can be overwhelming, making changes to current proccesses helps build leadership resiliency.
Time horizon should be the single largest determinant in choosing the percentage of stocks, bonds (or CDs) and cash that make up your investment portfolio.
Meeting the financial needs of our customers by providing appropriate financial solutions is the core of our service philosophy at F&M Trust. We are a community bank offering personalized service for over 100 years. As we grow and expand into new communities, we remain focused on meeting the needs of the community, its families and its businesses. If you're currently an F&M Trust customer, we certainly appreciate your business and hope that you will continue to look to us for Financial Solutions to meet your needs. If you have not yet experienced F&M Trust, we encourage you to visit our nearest community office or give us a call...we look forward to the opportunity.