Wells Fargo Advisors Jul 2009 - Jan 2012
Senior Vice President - Investments, Cfp
Benjamin F. Edwards & Co. Jul 2009 - Jan 2012
Managing Director - Investments, Cfp
A.g. Edwards & Sons, Inc. May 1986 - Jul 2009
Senior Vice President - Investments, Cfp
Missouri State Bank & Trust Apr 1983 - Apr 1986
Marketing Officer
Apr 1983 - Apr 1986
Managing Director
Education:
College For Financial Planning 1988 - 1990
Eastern Illinois University 1981 - 1983
Bachelors, Bachelor of Science, Marketing, Management, Business, Business Marketing
Mater Dei Catholic High School, Breese, Il 1975 - 1979
Skills:
Investment Advisory Investments Wealth Management Asset Allocation Retirement Planning Uniform Combined State Law Mutual Funds Retirement Securities Investment Strategies Iras Fixed Annuities Portfolio Management Asset Managment Strategic Financial Planning Bonds Unit Investment Trusts Parent School Volunteer Retirement Plan Consulting Qualified Retirement Plans Retirement Income Strategies Retirement Solutions
Certifications:
Certified Financial Planner Series 7 (General Securities Representative Examination) Series 66 (Uniform Combined State Law Examination)