Sonny, a Greenville native, specializes in stocks, bonds, mutual funds, annuities, IRAs and fee-based accounts*. His goals are to help clients achieve steady income, growth and a confident retirement.
He joined Raymond James in 2009, choosing the company because it is big enough to deliver powerful resources but small enough to retain the regional culture of accessibility to firm leaders. He earned a Bachelor of Arts in business from North Georgia College.
He is married to Marianne and has two children, Katherine and Lawson. In his free time he enjoys golf, hiking, boating, fishing and watching Gamecock football.
*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.