Experience

Sequoia Financial Group

• Australia
• Financial Services
• 1 - 100 Employee

• Associate Director/Wealth Advisor

  • Jan 2022 - Present

  Tampa, Florida, United States The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. AND Third party posts found on this profile do not reflect the views of… Show more The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. AND Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties. Show less



Buckingham Strategic Wealth

• United States
• Financial Services

• Associate Wealth Advisor

  • Nov 2019 - Jan 2022

  Charleston, West Virginia Area



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Jan 2018 - Nov 2019

  Charleston, West Virginia Area


Merrill Lynch
• United States
• Financial Services
• 700 & Above Employee
• Client Service Associate

  • Feb 2017 - Jan 2018