Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 31, 63, 65 Securities Licenses
Experience
26 years of professional experience
- Independent Branch Leader and Financial Consultant, Charles Schwab, 2018-present
- Financial Adviser, Morgan Stanley, 2004-2018
- Investment Representative, AG Edwards and Sons, 1997-2004
Education
- College for Financial Planning
- BA Finance, University of South Alabama
Personal interests and affiliations
- Kiwanis of Fairhope and Eastern Shore, Board of Directors
- Bay Shore Charities, Board of Directors