Austin joined our team in August 2021. He began his career as a small business owner in Virginia and then moved to Fidelity Investments in 2019 to pursue financial advising. While there, he obtained his Series 7 and Series 66 Licenses. After being exposed to retirement planning, portfolio management, and retail trading operations, he joined Beachside Wealth Partners to further refine these skills and work on a more personal level with clientele.
Throughout his career, he has used his relationship building skills to form long lasting connections with both individuals and institutional clients. Austin is currently a 2021 Level 1 candidate in the CFA program.
Originally from Virginia Beach, he now resides in Jacksonville Beach and enjoys snowboarding, fishing, traveling, and spending time with his German Shephard, Cash.