Financial credentials
- Series 7, 65, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2024-present
- Vice President - Financial Advisor, UBS Wealth Management, 2023-2024
- Financial Advisor, Fidelity Investments, 2020-2023
- Financial Advisor, Merrill Lynch Wealth Management, 2019-2020
- Investment Associate, Fisher Investments, 2016-2019
Education
- University Of Florida
Personal interests and affiliations
- Rotary Club, Ducks Unlimited, Ronald McDonald House