As a Certified Financial Planner™, Albert’s approach with every client is to understand what their goals are and develop comprehensive solutions that are tailored to help them achieve those goals.
Albert and his Client Relationship Manager, Shannon Wilson, work as a team to provide a personalized approach to each of their clients and their unique situations. They focus on working with individuals, families and business owners who are preparing for and living in retirement, and partner with other professionals to provide an integrated financial plan that encompasses estate planning, tax planning, insurance planning, retirement income planning and investment planning. To better serve clients with complex financial needs, Albert continuously pursues knowledge and education in his field, and has obtained the CFP®, ChFC® and AAMS® professional designations.
Prior to joining Raymond James, Albert worked as a financial advisor at Edward Jones, as a consultant on the capital markets and fixed income teams of Navigant Consulting and Actualize Consulting, and as an account manager at Freddie Mac managing the Bank of America relationship. He graduated from the University of Illinois at Urbana-Champaign with a Bachelors of Science in Accountancy and Bachelors of Science in Finance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
My wife, Tanya, and I enjoy traveling the world together and exploring new places and cultures. As much as we enjoy to travel, we also value our time at home with each other and our two adopted cats. My family is my top priority, and that will soon be even greater as Tanya and I are especially excited to welcome our first child in 2020.
Being an active member of our community is an integral part of who I am. I sit on the board of directors for ServiceSource, a national non-profit organization focused on providing resources to members of the disabled community and their families. I am also on the board of Atlas Performing Arts Center in Washington DC, a non-profit organization that brings people together through the arts to expand their reach and strengthen the bonds of our communities.
I consider myself very lucky and never want to take advantage of the fact that I have a tremendous family, the ability to give back to my community, and a fulfilling career.