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
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...