Gene’s aspirations for clients are that they are able to act on their dreams and live comfortably. He strives to help ensure that, through comprehensive financial planning, each client feels confident that they won’t outlive their money.

With a calm demeanor, Gene shares knowledge in areas of expertise that include risk management, investments, retirement planning and estate planning. He finds great satisfaction in helping people achieve their financial objectives, and in having a positive impact on their lives – which drew him to the profession. Over the course of 25 years, he has built quality, long-term relationships with clients who respect his honesty, loyalty and knowledge, including physicians, corporate executives, small business owners, retirees and other professionals.

He joined Raymond James in 2013, and appreciates the firm’s culture of doing right and what is in his clients’ best interest, which is consistent with his philosophy. Gene was also named on the 2020 Forbes Best-in-State Wealth Advisor list.

Previously, Gene held positions as a senior vice president and wealth management professional at both UBS Financial Service and Smith Barney. Gene began his career at IBM in 1987 and holds a bachelor’s degree from the University of North Carolina at Chapel Hill, as well as a master’s degree from Tulane University.

Born in Oceanside, New York, Gene was raised in Charlotte, North Carolina, where he lives with his wife, Amy, and their three children – Andy, Julia and Sophie. He serves as a board member for the Carolina chapter of the Crohn’s & Colitis Foundation of America and on the Arthritis Patient Services Board. In his free time, Gene enjoys travel, sports and staying active, eating well, reading and spending time with his family. 

† The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.