Chad is an experienced, dedicated and motivated professional, driven by his passion for ensuring that his clients feel at ease when it comes to the structure and maintenance of their financial goals. Since the onset of his career at Edward Jones Investments in 2001, Chad’s experience has been sought after due to the extensive respect and trust he has encumbered among his clientele. In 2005, when Chad ventured onto the next stage of his career at Raymond James, the long lasting and impactful foothold among a wide range of individuals from high-net-worth families, senior executives, and business owners has been pronounced. The knack, and aptitude he has in establishing services that focus on carefully crafted and extensive portfolio establishment, helps clients steer their way through the financial complexities of their unique life.
Since becoming a financial advisor, Chad’s precision, care, and undoubted devotion to his clients and the business has continued to flourish, as he continuously strives to perfect his skillset to ensure his client’s best interests are being fulfilled. Encompassing his well-established career, his credentials include completion of the rigorous CFP® certification process in becoming a CERTIFIED FINANCIAL PLANNERTM professional.
Chad has also broadened his studies towards the implementation, preservation, and administration of retirement plans, which led to him achieving the Chartered Retirement Plans SpecialistSM designation. He takes great precedent in adhering to Standards of Professional Conduct, abiding by the Code of Ethics, and pursuing continuing education requirements.
Formerly from Albany, Georgia, Chad now resides in Tampa, where he cherishes his time with his young twins Connor and Mia who keep him constantly alert, vigilant and on his toes. Chad earned his master’s degree in biblical studies from Dallas Theological Seminary, and undergraduate degree in marketing/business administration from Troy State University. He was highly involved with the Greater Tampa Chamber of Commerce. Here he served on the Small Business of the Year Awards Committee, and was a member of the 2008 Leadership Tampa class. He has used his positive influence to act as a mentor in the Raymond James new financial advisor program, participate in the Tampa Bay Technology Forum, as well as the Leadership Tampa Alumni Committee, and served on the Boy Scouts of America Finance Committee. He is a proud member of the Merrymakers Club, and serves as an Investment Management Consultant.*
*The Investment Management Consultant title 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™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with any of the organizations mentioned.