Ted launched his financial career in 2003 with Merrill Lynch’s Global Wealth Management division. There he served as a Certified Financial Manager and a Senior Financial Advisor. In 2009, Ted affiliated with Raymond James and became a founding member of First Landing Financial. Ted’s focus at First Landing was overseeing the group’s Private Client division, as well as acting as the primary Investment Manager for those clients. In 2018, Ted helped found Cape Henry Private Wealth Group, a practice catering to higher net worth individuals, families and businesses.
Ted is a graduate of Christopher Newport University in Newport News, Virginia, where he earned a Bachelor of Science in business administration and played Shortstop on the Baseball team. He holds the Series 24 securities license and acts as a Branch Manager for RJFS. He has earned the Certified Investment Management Consultant SM designation awarded by the Investment Management Consultants Association, as well as the Accredited Investment Fiduciary® designation, awarded by the Center for Fiduciary Studies. Other licenses he holds include the Series 7, Series 66, and life and health licenses.
Outside of business, Ted is a lifelong resident of Virginia Beach, where he lives with his wife, Lori, and their three children, Gracie, Benjamin and Abbie. Ted and Lori are actively involved in raising their children, in their learning, their faith, and the many extracurricular activities they enjoy. In recent years his family moved to Virginia Beach Community Chapel and they currently attend church services there. Ted and Lori have had various roles with the Good News Jail & Prison Ministry throughout the years and still remain active supporters of that ministry.
In his spare time, Ted enjoys writing and playing music, and he has released a handful of original demo songs on iTunes. He is also an avid surfer who enjoys a good surf trip now and then, as well as the occasional round of golf. Most of all he enjoys spending time with his family at their beach house in Virginia Beach.
Raymond James is not affiliated with the above organizations and/or charitable causes.