With over 40 years of industry experience and 25 years as an advisor, I help my clients with strategies designed to build wealth and reduce or defer taxes. I focus on selecting appropriate investments designed to meet their portfolio objectives, including wealth management, estate planning, intergenerational wealth transfer and retirement solutions for individuals and small businesses.
I am a Senior Vice President of Investments in the firm's Sawgrass and St. Augustine offices. I hold a B.S.B.A. degree from the University of Denver and have been a Chartered Financial Analyst since 1984. I have also held the Chartered Life Underwriter Designation (CLU) for over 35 years. Prior to joining Raymond James, I was an advisor with A.G. Edwards and its successors (1993 – 2010) and served more than 20 years with a major northeastern financial institution, including over a decade as an equity research analyst, director of equity research and mutual fund portfolio manager.
I have been an active member of my community over the years with experience as a Rotary Club President, and Board Member for local non-profit organizations with a focus on the arts.
If you're serious about your serious money, I would be happy to design a comprehensive investment solution for you and those important to you.
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions represented herein, as Financial Advisors of Raymond James & Associates we are not qualified to render advice on tax or legal matters.