Experience

Steward Partners Global Advisory

• United States
• Financial Services
• 200 - 300 Employee

• Partner / Executive Director / Senior Divisional Business Director

  • Oct 2022 - Present

• Partner / Senior Vice President / Senior Operations Manager

  • Apr 2018 - Oct 2022

  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 services are… Show more 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 services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Manager

  • Sep 2017 - Apr 2018



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Mar 2005 - Sep 2017