Profile

• 40 Years Registered
• October 2005 – Joined Raymond James & Associates, Inc.
• Distinctions – Senior Vice President, Investments, Wealth Management Specialist

Chairman’s Council and Leaders Club is based mainly on assets under management, education, credentials, and 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 advisor’s future performance. No fee is paid in exchange for this award/rating.)

Father of 5 children
Pastimes: Golf, Tennis and Reading

Investment Philosophy

Like you, I know that trust and commitment are essential in developing successful long-term relationships. That’s why I’m diligent in addressing your financial planning needs; I want to earn your trust and confidence. The first steps toward developing a comprehensive investment plan are to:

• Identify your needs and goals
• Analyze your overall financial situation and investment time horizon
• Determine your tolerance for risk

As you consider these factors, I can work with you to create a disciplined strategy suited to your individual needs and establish your portfolio. Then, on an ongoing basis, I’ll meet with you to review the portfolio’s performance and make adjustments when appropriate.

Through Raymond James, I can provide you with a wide range of investment services – including professional portfolio management, financial planning, estate planning and online services. I’ll also help you consider stock, bond and mutual fund purchases, and various credit products when those are appropriate ways to allocate your assets.

If you want a Financial Advisor who will take the time to understand what is important to you, contact me. Let’s talk about your financial goals and ways to reach them.