Experience

Heald Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Sep 2018 - Present



Stratos Wealth Partners

• United States
• Financial Services
• 100 - 200 Employee

• Financial Advisor

  • Sep 2018 - Present

  New Jersey Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Heald Financial Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or… Show more Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd. and Heald Financial Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NJ Show less



Havener Capital Partners

• United States
• Financial Services
• 1 - 100 Employee

• Sales Director

  • Sep 2016 - Sep 2018

  Havener Capital Partners LLC provides outsourced sales and marketing for high quality investment managers interested in the wealth management / RIA channel. The firm has specialty expertise with breakaway firms and institutional managers launching mutual funds for the first time.



WBI

• United States
• Financial Services
• 1 - 100 Employee

• Regional Director

  • Jul 2011 - Sep 2016



Rumson-Fair Haven Bank/Trust

• United States
• Banking
• 1 - 100 Employee

• Senior Accountant

  • Apr 2009 - Jun 2011



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Csa

  • Apr 2008 - Apr 2009