Raymond James Financial Services Member FINRA / SIPC
About Us
As Raymond James financial advisors we provide wealth management services to corporate executives, business owners, family trusts, divorce financial planning and post-retirement individuals. We utilize an objective team approach to advise clients with regard to portfolio allocations, estate strategy, tax reduction, risk management, retirement planning and private banking services. We put our clients' interests first, act with integrity and honesty, and strive for excellence in every facet of our practice.
Registered Principal, Raymond James Financial Services (1999 - Present)
Assistant Vice President, AG Edwards (1998 - 1999)
Financial Consultant, Merrill Lynch (1994 - 1998)
Captain, Financial Management Officer (Active duty and Reserves), United States Marine Corps (1990 - 2000)
B.S. in Management, Auburn University
M.B.A, Webster University
Certified Divorce Financial Analyst (CDFA), Institute for Divorce Financial Analysts
Licensed in the securities industry as Series 7, 63, 65, 24, 51, Life and Health, Variable Life and Variable Annuity
Professional and Personal Background
I appreciate the challenges and personal issues that face individuals who are looking for someone they can trust to help them make sound financial decisions. With more than 15 years of experience in the financial services industry, I understand how the right person can help make a difference with individuals as they transition through one phase of their life to another for the next 25-30 years of their life.
Using my combination of real world and industry experience, my goal is to help my clients meet their objectives while managing the emotions of their investments. Mine is a comprehensive approach that endeavors to look at each person's unique situation before recommending a course of action.
As a graduate of Auburn University, I began my career as a financial management officer in the United States Marine Corps. As a personal financial advisor since 1994, I hold multiple industry licenses and designations specifically geared towards working with people nearing or in retirement to help them face the different challenges in their retirement years.
I was attracted to Raymond James primarily because of the firm's people and their commitment to ensuring that my clients receive the best service and support.
As a native of Atlanta, I live in Roswell with my daughter, Amber. I am active in all of Amber's activities at Blessed Trinity Catholic High School. I am a big believer in providing the best education to our children that one can receive to ensure their success in life. I attend Roswell United Methodist Church.
I began my career in the financial industry in 1988 as a cashier at A.G. Edwards & Sons. I quickly realized how helpful a financial advisor can be. I studied diligently and obtained the Series 7 licenses while working with clients and brokers to provide quality service. I now reside in Duluth, Georgia, with my husband Michael. I have three wonderful step-daughters and a new granddaughter, born on the 4th of July. I am truly blessed.
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.