Experience

Prevail Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Investment advisor, representative

  • Feb 2020 - Present

  Investment Advisory services are offered through Prevail Innovative Wealth Advisors, LLC, a federally registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment adviser. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. A client may receive investment advice in addition to fixed insurance recommendation as a part of the financial planning process. Prevail Innovative Wealth Advisors, LLC., and Prevail Strategies, LLC., do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future. Show less

• Wealth advisor

  • Mar 2020 - Present



New York Life Insurance Company

• United States
• Financial Services
• 700 & Above Employee

• Insurance Agent

  • Jul 2016 - Mar 2020

  Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company.



Liberty National Life Insurance Company

• United States
• Insurance
• 700 & Above Employee

• Agent

  • Feb 2016 - Jul 2016