Experience

Steward Partners Global Advisory

• United States
• Financial Services
• 200 - 300 Employee

• Senior Vice President - Wealth Manager

  • Jan 2017 - Present

  Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website www.stewardpartnersis.com/Disclosures.10.htm.



RBC Wealth Management

• Canada
• Financial Services
• 700 & Above Employee

• First Vice President - Financial Advisor, Consulting Group

  • May 2009 - Jan 2017

  I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth. I seek a long-term relationship with my clients, built on the foundation of mutual trust and respect. I advise my clients on how to achieve their financial goals by helping them create, preserve and transfer their wealth.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2004 - May 2009



The Brickman Group

• Environmental Services
• 500 - 600 Employee

• Project Director

  • Jun 1998 - Oct 2004