Experience

Physicians Thrive

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor

  • Apr 2016 - Present



Mariner Wealth Advisors

• United States
• Financial Services
• 700 & Above Employee

• Wealth Advisor

  • Aug 2014 - Mar 2016

  Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Prepare customized comprehensive financial plans and portfolios • Assist Senior Wealth Manager to provide comprehensive wealth management advice to high net worth clients • Work with other departments to ensure accuracy of client information • Assist in retaining and building client relationships Mariner Wealth Advisors is an independent, national wealth advisory firm that provides unbiased financial advice focused on meeting client needs. • Prepare customized comprehensive financial plans and portfolios • Assist Senior Wealth Manager to provide comprehensive wealth management advice to high net worth clients • Work with other departments to ensure accuracy of client information • Assist in retaining and building client relationships



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor Associate

  • Apr 2006 - Aug 2014

  Responsible for the planning analysis and strategy development for an advisory practice serving approximately 250 households. Managed 80% of the book of business; activities included holding client meetings, goals discussion/discovery, strategy development and implementation, client follow up, client review meetings and responsible for the overall client-advisor relationship. Responsible for the planning analysis and strategy development for an advisory practice serving approximately 250 households. Managed 80% of the book of business; activities included holding client meetings, goals discussion/discovery, strategy development and implementation, client follow up, client review meetings and responsible for the overall client-advisor relationship.