Sally has more than 30 years experience in the financial services industry and currently manages over $75 million in assets. Graduating from Emory University with a BBA, she has earned her series 7, 63, and 65 licenses as well as her insurance licenses. Sally provides financial planning tailored to high net worth individuals and families. She believes in wealth management beyond traditional investment concepts and uses a consultative process that focuses on customized advice while paying specific attention to diversification, asset allocation and risk tolerance.

• Salvation Army Board Member
• Active on Committees in church, the Jacksonville Community Foundation, the Adult Rehabilitaion Center and the Bolles School

CA, CT, FL, GA, IN, MA, MI, NC, NM, NV, NY, OH, PA, SC, TN, VA