Experience

Steward Partners Global Advisory

• United States
• Financial Services
• 200 - 300 Employee

• Partner, Managing Director and Wealth Manager

  • Apr 2018 - 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 https://www.stewardpartnersis.com/Disclosures.10.htm. Show less



The Sedoric Group of Wells Fargo Advisors

• Portsmouth, New Hampshire

• Associate Vice President - Investments, CFP®

  • Jun 2008 - Apr 2018



AXA US

• United States
• Insurance
• 700 & Above Employee

• Financial Consultant

  • Dec 2007 - Jun 2008

  Specialized in retirement solutions and educated business owners and public employees about their state specific teacher retirement systems, 403(b), and other investment solutions. Specialized in retirement solutions and educated business owners and public employees about their state specific teacher retirement systems, 403(b), and other investment solutions.