Upon graduating from Florida State University with a Bachelor of Finance and Marketing degree, I took a position with Morgan Stanley. After four and half successful years, I was offered an opportunity with AmSouth Bank to start the Private Banking Group in the Tallahassee, Florida area. As Vice President of Private Banking, this opportunity allowed me to take a more holistic approach to Wealth Management. In 2007, the territory I was responsible for increased due to the merger of AmSouth and Regions Banks. During my tenure with AmSouth and Regions Banks, I won the coveted Chairman's Club award three times.
With over 15 years in the financial services industry, I have been able to deepen my level of knowledge of the Financial Markets in an ever-changing environment. Additionally, I have been able to form some great client relationships and friendships along the way.
Most recently, in 2012, I opened Private Wealth Management & Consulting, LLC. Our firm is completely independent, so our loyalty belongs to you, our clients, not a parent company. This allows us to take the time required to really get to know you and your specific situation.
I would love the opportunity to sit down and discuss with you how I can meet your Wealth Management needs.
Specialties:
Accredited Investment Fiduciary ®
Holds Series 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Exam) & 66 (Uniform Combined State Law Exam), as well as, Life, Health, and Variable Annuity.