Financial credentials
- Accredited Asset Management Specialist℠
- Series 6, 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
40 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2005-present
- Investment Officer, Amsouth Investment Services, 2001-2005
- Financial Advisor, Salomon Smith Barney, 1998-2001
- Financial Planner, Agent, Prudential Financial Services, 1985-1998
Education
- Louisiana Tech University , .1969-75
- Math & Statistics
Personal interests and affiliations
- Pearl River Valley Water Supply District - Board Member (Governor's Appointee) '06 -2010
- Northbay Property Owner's Association - Sec/Treas. '94 - 2012
- Christ Life Church of the Highlands -Member Board of Elders 2007-2017
- Mississippi Governor's Commission for Physical Fitness & Sports - Chairman '96-'02