Biography/Qualifications
- Financial advisor since 1985
- Joined Raymond James & Associates, Inc. in 2008 as Senior Vice President, Investments
- CERTIFIED FINANCIAL PLANNER™ professional since 1996
- Master of Science in Financial Planning, College for Financial Planning, 2003
- Bachelor of Science, Duke University, 1983
- Chair, Board of Governors of Operation Smile Southeast Region; Member of the American MENSA; Who’s Who of International Business and Professional Women; Board of Directors, Charleston Ballet Theatre
- Lives in Mt. Pleasant, South Carolina with husband Joe and their two children
Focus Services
- Individual Investment Management Strategies
- Personal Financial Planning
- Estate Planning Strategies
- Institutional Accounts including Qualified Plans and Foundations
Areas of Experience
- Professional Money Manager Consulting Services
- Executive Stock Options and Rule 144
- 401(k) Plans and Employee Communications
- Charitable Remainder Trusts*
- Private Equity, Hedge Funds, and other Non-Correlated Assets
- Liability Management- LIBOR and Prime based lending
- Collars and Exchange Funds
*Raymond James & Associates, Inc. does not provide tax or legal advice. Consult your attorney and tax advisors regarding your circumstances.