Partner - Senior Vice President

• Mar 2016 - 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 and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. -- Show less

Financial Advisor

• Jan 2008 - Mar 2016

First Vice President Investment Management and Financial Planning Services for Individuals and Institutions. First Vice President Investment Management and Financial Planning Services for Individuals and Institutions.

Financial Advisor

• Jan 2006 - Jan 2008

Investment Management and Financial Planning Services for Individuals and Institutions. Investment Management and Financial Planning Services for Individuals and Institutions.

Financial Advisor

• Sep 1994 - Jan 2006