A dedicated and motivated professional, Chad has a passion for helping people pursue their financial goals. For more than 15 years, he has worked with high-net-worth families, senior executives and business owners to provide guidance and potential solutions to their complex financial lives. He began his career with Edward Jones Investments in 2001, and he moved to Raymond James in September 2005. His focus is on full-service financial planning and wealth management, with an emphasis on portfolio construction.
Since becoming a financial advisor, Chad’s dedication to his clients and the business has only grown stronger – as evident in his completion of the rigorous CFP® certification process to achieve the designation of CERTIFIED FINANCIAL PLANNERTM professional. It also means he has agreed to abide by the CFP board’s Code of Ethics and Professional Responsibility and Rules of Conduct – which put clients’ interests first – and he continues to meet ongoing certification renewal requirements.
Chad has also earned the designation of Chartered Retirement Plans SpecialistSM. To achieve this designation, he completed a course of study that covered the design, installation, maintenance and administration of retirement plans and agreed to adhere to Standards of Professional Conduct and comply with continuing education requirements.
Originally from Albany, Georgia, Chad earned his master’s degree in biblical studies from Dallas Theological Seminary, and an undergraduate degree from Troy State University in marketing/business administration. He has been very involved with the Greater Tampa Chamber of Commerce, where he served on the Small Business of the Year Awards Committee, and was a member of the 2008 Leadership Tampa class. He is very active in the Raymond James new financial advisor program, where he is an instructor and a mentor. He was also involved with the Tampa Bay Technology Forum and the Leadership Tampa Alumni Committee, has served on the Boy Scouts of America Finance Committee, and is a member of the Merrymakers Club.Chad is also an Investment Management Consultant*.
Chad really enjoys spending his free time with his family and his young twins Connor and Mia keep him on his toes.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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.