23 years experience
Prior to joining Raymond James & Associates in 2011, I spent 17 years managing a financial advisory practice at Morgan Stanley Smith Barney. Prior to joining the financial services industry in 1994, I spent 12 years at IBM Corporation in sales and corporate financial analysis, working with many of our country's top corporations and senior managers..
While at IBM, I was the recipient of two corporate internships studying finance with the faculty of the Harvard Business School. I graduated from the University of Akron (Ohio) in 1983 with a Bachelor of Science Degree in Finance following my studies in finance and mathematics..
Additionally, I have served as an officer of the Ocala Youth Baseball Association. My community involvement has also extended to Toastmasters International and the Youth Motivation Task Force which provides business counseling to students from elementary grade levels through high school, and teaching public speaking for high school seniors..
I enjoy coaching youth baseball and softball, playing amateur golf tournaments, reading and playing chess. My financial advisory team partner and wife of 29 years Janice, our two children, and I reside in Ocala, Florida.