Advice Built on experience

Thank you for taking the time to review my credentials and website. I have worked at UBS for my entire career and have maintained long term relationships with our clients for nearly 32 years. Today our team strives to deliver excellent service, timely and tactical advice and most of all a personal approach as we navigate the financial markets for you. Please feel free to email us with questions or better yet come visit us in our branch location in Ponte Vedra Beach, FL. We welcome new introductions and will provide a free hour consultation for those interested in our services.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management PMP Portfolio Manager

Ponte Vedra Beach, FL

July 2009 - Present

UBS Financial Services Inc.

Senior Vice President -Wealth Management

Jacksonville

May 1986 - June 2009

Hills Co. Public Defenders Office

Special Investigator

Tampa, FL

May 1984 - August 1984

Hills Co. Public Defenders Office

Special Investigator

Tampa, FL

May 1983 - August 1983

Accomplishments

  • Luxury Living Magazine's Top 5 Financial Advisors in North Florida, 904 Magazine Top Advisor in North Florida, NABCAP Top Advisor
  • Barrons's Winner's Circle Top Advisor ranked #58 in Florida and top 1000 in the nation
  • UBS Financial Services Inc. - President Council Member
  • UBS Financial Services Inc. - Pacesetter Council Member
  • 300 million dollars under management

Education

  • University of Florida with High Honors
  • Barrons's Winner's Circle Top Advisor Planning Forum Graduate
  • UBS Financial Services Inc. Equity Institute and PMP Portfolio Management Program Graduate
  • B.A. Economics, 3.96 GPA ,Magna Cum Laude,Presidents List
  • Berkeley Preparatory School, Honors List

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Life Insurance and Annuities Licensed: AL, AR, AZ, DE, FL, GA, ME, NC, TX, VT
  • PMP Portfolio Manager

Personal & Community

  • Past Money Columnist for Luxury Living Magazine; Past Money Consultant for TV 47 and Florida Times Union
  • Retired Sports Coach GM Florida Falcons, 904 Elite, Rising Stars BB, 2007 Pop Warner National Champs
  • Financial Mentor The Locker Room Experience , Finish Strong Mentor
  • Past President of the Downtown Council of the Jacksonville Chamber of Commerce and 1996 Downtown Enhancement Contribution Award Winner (DECA)
  • Past Finance Chair, Avondale United Methodist Church and Past Vice President and Tres of Sawgrass Island HOA

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, MA, MD, MN, MO, MS, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VI, VT, WV