Edward Jones Apr 2008 - Aug 2012
Financial Advisor
First Coast Wealth Advisors Apr 2008 - Aug 2012
Director of Financial Planning
Bank of America 1990 - 1999
Treasury Product Management
Education:
College For Financial Planning 2010 - 2011
Sandalwood High School
Bishop Kenny High School
The College For Financial Planning
University of North Florida
University of North Florida
Bachelors, Bachelor of Business Administration
Skills:
Retirement Planning Wealth Financial Goals Uniform Combined State Law Series 7 401K Rollovers Saving For Education Wealth Management Iras Retirement College Savings Plans Wealth Accumulation Investment Advisory Fixed Annuities Mutual Funds 529 Plans Roth Ira Aams Investment Strategies Asset Allocation Financial Planning Investments
Interests:
Motorcycling Cooking Electronics Traveling Home Improvement Reading Crafts Gourmet Cooking Sports Automobiles Travel Home Decoration
Edward Jones since Apr 2008
Financial Advisor
Prudential Financial Jan 2001 - Dec 2007
Financial Advisor
Bank of America Jan 1990 - Dec 2000
Product Manager
Education:
University of North Florida - College of Business Administration 1996 - 1998
B.A., Business Administration