Financial credentials
- Chartered Retirement Planning Counselor℠
- Series 6, 7, 9, 10, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
20 years of professional experience
- VP - Assistant Branch Manager, Charles Schwab, 2024-present
- Market Leader, Advisor Development Program, Merrill Lynch, 2019-2024
- Corporate Financial Advisor, Merrill Lynch, 2013-2019
- Financial Solutions Advisor, Merrill Edge, 2011-2013
- Financial Advisor, Merrill Lynch, 2010-2011
- Private Banker, Wachovia Bank, 2007-2010
Education
- BSBA, Applied Economics, University of West Florida
- Minor, Business Managment, University of West Florida