Read is a financial advisor, and has been with our firm since 2010. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation. Currently he lives with his wife in Madison, and is a graduate of the University of Mississippi with majors in Managerial Finance and Risk Management & Insurance. Read is Series 6, 7, 63, and 65 licensed.
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.