George derives great satisfaction from being in a position to make a difference in people’s lives, while doing something that is stimulating and intellectually challenging.
As a Certified Investment Management Analyst, he provides objective investment advice and guidance to both individuals and institutions. He applies state-of-the-art investment theory and integrates a complex body of investment knowledge systematically and ethically to make prudent investment decisions.
By earning the CIMA certification, George has met extensive experience and ethical requirements and successfully completed advanced investment management consulting coursework provided through The Wharton School, University of Pennsylvania and The University of Chicago Booth School of Business.
George also is a CERTIFIED FINANCIAL PLANNER™ practitioner. By being certified by the CFP Board, George has submitted to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Before joining our team in 2009, George was a financial advisor at Smith Barney in Williamsburg and financial officer at The Williamsburg Pottery. He holds Series 7 and 66 licenses and earned a bachelor’s degree in business administration from Christopher Newport University.
George is a native of Williamsburg and lives here today. In his free time, he enjoys playing competitive tennis and is a member of the Kiwanis Club of Toano.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.