Experience

Red Reef Advisors, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Managing Partner

  • Jan 2015 - 9 years

  Most people find it hard to wrap their minds around the future, especially our greatest fears: death, illness, and financial hardship. It's even harder to do what you need to do to protect yourself. One of the most important things we help clients do is talk and think through these fears and take the steps necessary to manage them: risk mitigation, executing estate planning documents, calculating how much money you need to live well, and then staying the course, saving and building a prudent… Show more Most people find it hard to wrap their minds around the future, especially our greatest fears: death, illness, and financial hardship. It's even harder to do what you need to do to protect yourself. One of the most important things we help clients do is talk and think through these fears and take the steps necessary to manage them: risk mitigation, executing estate planning documents, calculating how much money you need to live well, and then staying the course, saving and building a prudent investment portfolio. We shepherd our clients through these thought processes and keep them on track to get them where they need to go Show less



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Director of Global Distribution- Private Wealth Management, Consulting Group

  • Mar 2011 - Mar 2013

• Executive Director, Consulting Group

  • Aug 2009 - Mar 2011

  Southeastern U.S Divisional Director - Consulting Group (Fee-based advisory platforms)

• Southeastern U.S Divisional Sales Manager, Consulting Services Group

  • Dec 2007 - Aug 2009

• Eastern U.S. Divisional Sales Manager, Investment Product

  • Dec 2006 - Dec 2007

• Southeastern Sales Director, Investment Porduct

  • Dec 2004 - Dec 2006



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Vice President/Investor Center Manager

  • Dec 2000 - Jul 2004

  Fort Lauderdale Fort Lauderdale, Florida



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Vice President /Branch Manager

  • Apr 1998 - Jan 2000

  Delray Beach Delray Beach, Florida

• Senior Investment Specialist

  • Oct 1993 - Apr 1998

  Boca Raton, Florida