Financial Advisor, RJFS
Branch Manager, RJFS
Senior Managing Member, FSG
Gene has been an investment advisor representative since 1980 when he began his career with Morgan Stanley (then known as Dean Witter Reynolds). In 1986 he completed his study to become a CERTIFIED FINANCIAL PLANNER™ professional. He has maintained his certification since then through continued study and application.
In 1989 he joined Morgan Keegan & Company, where he continued his practice until partnering with Terry Marti to start their own independent practice, Financial Strategies Group, LLC, in July 2004. Securities are offered through Raymond James Financial Services.
In 2002, Gene was among the first 100 applicants to be awarded the designation of Chartered Retirement Planning Counselor℠ by the College of Financial Planning.
Gene has worked diligently with individuals, families, corporations, government agencies and not-for-profit organizations in helping to achieve their investment goals. In recent years his involvement in the areas of retirement and estate planning has grown so that they now represent a substantial portion of his practice. Among Gene's clients is a family with four generations looking to him for financial guidance.
Gene is an active member of the Huntsville Financial and Estate Planning Council, and the Madison Chamber of Commerce where he served as Chairman in 2009. He has also served as Chairman of the Board for the Boy’s and Girls Clubs of Greater Huntsville, the U.S. Space and Rocket Center, and the Asbury Community Thrift Store.
Gene was recently featured at the annual Senior Market Advisor Expo in Las Vegas where his presentation on IRC 529 was attended by industry professionals from across the United States. He has been interviewed and quoted in numerous regional and national publications on various investment topics. For more than 20 years Gene has been authorized by the Alabama State Board of Accountancy to conduct continuing education programs for its professional members.
Gene continues to provide the highest level of expertise and service to his clients in the areas of planning and asset management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.