Position:
Financial Advisor, Chartered Retirement Planning Counselor (CRPC) at Merrill Lynch
Location:
Ponte Vedra Beach, Florida
Work:
Merrill Lynch
since Jul 2006
Financial Advisor, Chartered Retirement Planning Counselor (CRPC)
Leon County Republican Executive Committee
- Tallahassee, FL Dec 2004 - Dec 2010
Chairman
Morgan Stanley
Feb 2003 - Jul 2006
Financial Advisor
American Merchant Services, Inc.
Jan 1996 - Aug 2000
Founder, Chairman & CEO
Education:
Florida State University 2000 - 2003
Bachelors, Economics
Skills:
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investments, Mutual Funds, Retirement, Financial Advisory, Investment Advisory, Investment Strategies, Estate Planning, Securities, Alternative Investments, Strategic Financial Planning
Interests:
Politics, Golf, Water Skiing, Scuba Diving, Deep Sea Fishing, Home Renovations, and Softball