My mission is to help clients prepare for and adjust to life's major transitions. These transitions include retirement, job displacement, changes in marital status, and the loss of a spouse.
It is my goal to preserve and grow the wea Ith of my clients to the point they become or remain financially independent. My "Client First" attitude is the foundation of my relationship with every client.
I have developed a thorough understanding of the complexities and challenges surrounding life's transitions. Weathering these transitions takes knowledge, planning,and objectivity. I partner with a variety of both internal and external professionals to ensure that a all wide ranging issues can be addressed. Together we can guide you through these demanding transitions and help you approach your financial life with clarity and confidence.
I graduated from the University of Florida, majoring in Finance, Insurance, and Real Estate. I began my career at Morgan Stanley in 2001, joined Merrill Lynch in 2008 and aligned with Raymond James in 2017.
Everyone's situation is different, but the need for objective and insightful advice is not. For the safety conscious investor, I am the advisor that strives to keep you and your family prepared. Call me today if I may be of service to you or one of your friends.