Seth is dedicated to helping clients pursue the important financial goals in their lives and develop a healthy relationship with their finances in the process. He knows that having someone they know and trust is of paramount importance.
On a daily basis, you may find Seth meeting with clients, creating, updating and analyzing financial plans, and conducting investment analysis and research. Seth is a Certified Investment Management Analyst® advisor and holds Series 7 and 66 securities licenses.
His goal is to leverage his skill set to have a positive and meaningful impact on the lives of others. He is dedicated to expanding his knowledge about financial markets, as well as investment and financial planning strategies.
Seth joined Raymond James in 2021. He graduated summa cum laude from Troy University, where he studied business administration with a concentration in financial economics.
Seth lives in Pike Road, Alabama with his wife, Gracie. In his free time, he enjoys being outdoors, hunting, fishing, golfing, exercising and spending time with friends and family.
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.