Education
- B.S. Business Administration ‐ Finance & Securities ‐ S.M.U. 1966
- Graduate Studies, University of Arizona 1971-72
Experience
Co-founder ‐ White & Luff Financial, Inc./ Securities Principal - Raymond James Financial Services 1998 to present
Branch Manager ‐ Raymond James Financial Services 1998-2010
Branch Manager, Financial Advisor ‐ Principal Financial Securities 1989-98
Financial Advisor, Account Executive ‐ Smith Barney 1980-1989
Public Relations/Industrial Development ‐ Tucson Chamber of Commerce 1972-73
Assistant Research Analyst and Portfolio Management Assistant ‐ Financial Counselors, Inc., H.O. Peet & Co. Kansas City, Mo. 1966-71
Areas of Expertise
- Custom Portfolio Planning- Individuals, Trusts, Retirement Accounts, Foundations and Estates.
- Asset and Sector Allocation. Fundamental and Technical Equity Research.
- Fixed Income Services including Government, Corporate and Municipal Bonds.
Organizations
- Raymond James Executive Council*
- Resident of Santa Fe since 1975
- FINRA Series 7, 8, 63, 65, 5, 31, 3 and 15 licensed
*Membership in this council is a two year term and provides the Raymond James home office with valuable ways to improve and enhance the client experience.