Experience

Jacksonville Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Financial Advisor

  • Jun 2022 - Present

  Helping our clients Plan Today and Enjoy Tomorrow. Helping our clients Plan Today and Enjoy Tomorrow.



Waddell & Reed, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Area Sales Leader

  • Oct 2001 - May 2022

  As the Area Sales Leader in the Ohio Valley-Tennessee Market of Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include: • Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks that impede field leader and financial advisor success. • Executing frontline supervision, identifying and addressing supervisory issues as needed. • Guiding financial advisors in developing succession strategies as they plan for their own retirement. • Ecouraging financial advisors to maintain a balanced approach to business and personal goals.