Previous positions held:

29 years of experience as a financial advisor

Chairman's Council for RJFS (top 50 advisors)* (2002-2008)

Sr. V.P. / Financial Advisor - Merrill Lynch (9 years)

Former Board of Directors - DHL Airways

Education:

B.A., Sales Management

Graduate of Raymond James Institute of Investment Management Consulting

Licenses: Securities Series 24, 63, 65 & 7

*Membership is based on prior fiscal year production. Re-qualification is required annually.  The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.