Overview

I am a Financial Advisor at Raymond James, an Accredited Wealth Management Advisor designee through the College for Financial Planning, a Certified Estate Planner, and a Certified Divorce Financial Analyst. I began my career in financial services in 2004 and have since been serving high net worth individuals & families, publically traded & small companies, 401k plans, and not for profit organizations in managing and planning their financial affairs. I have Series 7, 9, 10, 63 and 66 licenses, Indiana Life and Health Insurance licenses, as well as being long term care licensed, and fluent in Spanish.
I wish to connect with advisors exploring their options in locating a quality successor for their practice.


Last Activity
6 months or more

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