Client base lives in Gulf Coast region: Robertsdale, AL, Pensacola, Gulf Breeze, Milton, Crestview, Fort Walton Beach, Destin, Santa Rosa Beach, and Panama City Beach FL. Independent Financial Advisor serving upper middle class clients and GenX/Millenial beginner savers. Over 25% of clients are military/civil service.
Commission-based and fee-based capabilities with large network of mutual fund, annuity, LTC, and insurance providers. Two other advisors on my local team, with strong regional alliances with other advisors in BD. Series 6,63,65