Previous positions held: Peoples Investment Services since 1996
Education: University of Florida, BA Accounting 1984 College For Financial Planning CFP Professional Education Program 1999 Series 7,24,31,51,63,65 Life, Health & Long Term Care Insurance Licensed
Community Groups: Newton Conover Rotary Club Humane Society of Catawba County
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
510-D West C Street Newton, NC 28658 Phone: 828-464-5620 Fax: 828-466-5034 Contact Us