Beginning my professional life in the financial industry in 1986 as a young administrative assistant, I went on to obtain my General Securities Registered Representative's License, Commodities License, General Securities Sales Supervisor Licenses, Insurance License covering Life, Health and Variable Annuities, and the Uniform Securities State Law Examination. In 2010, I was honored with the Raymond James ACE Award for Commitment to Excellence. In consecutive years since 2013, I have been acknowledged in the Branch Associate Recognition Program. And, earlier last year, I achieved the Wealth Management Specialist designation.
I have partnered as a Senior Registered Sales Associate with Bill Hedberg, CFA®, Senior Vice President, Investments and Susan Hedberg, WMS, Senior Financial Planning Consultant in the firm's Sawgrass Office. I continually strive to be conversant in my field so I may offer you the highest level of customer service. I can assist you with your trade requests, account questions and services, statement and tax reporting documentation questions, and online access, to name a few.
Married to my high-school sweetheart, I stay busy with my family and enjoy writing a series of inspirational booklets.
The ACE (Associate Committed to Excellence) award is given out quarterly to selected support staff associates in the Eastern Division of Raymond James & Associates who continually show an ability to work well with clients, to share best practices with fellow associates and who understand our unique business needs. ACE award winners regularly ensure prompt follow through, work well in a team, and demonstrate a desire to continually improve. Branch Associate Recognition awards the top 600 associates who complete industry licenses and/or educational opportunities including topics that focus on Practice Management, as well as tenure with the firm.
The recognitions earned may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.