Financial credentials
- Series 7, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
19 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2006-present
- Financial Advisor, Morgan Stanley, 2005-2006
Education
- BS, Banking-Finance, University of Alabama
Personal interests and affiliations
- Coastal Conservation Association, Board Member
- Delta Waterfowl Foundation, Local Chairman