Experience
Makes all the difference
Partner with The Vantage Point Financial Group at UBS in Chattanooga, TN. Visit our team website at www.ubs.com/team/vantagepoint
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Sr. Vice President - Wealth Management |
- Present |
|
Wireless Properties |
President and Chief Operating Officer |
- |
|
AT&T Wireless |
Vice President |
- |
|
Cellular One |
Region Director and General Manager |
- |
Accomplishments
- ACCREDITED INVESTMENT FIDUCIARY, AIF®
- CERTIFIED FINANCIAL PLANNER™ CFP®
Education
- Embry-Riddle Aeronautical University, Dayton Beach, FL
- B.S. Sports Management and Marketing, University of Tennessee, Knoxville, TN, 1990
Licenses
- Series 66, Investment Advisor Representative
- Life, Health, Long-Term Care Insurance and Variable Annuities Licensed: AL, GA, NY, PA, SC, TN, TX
- Series 7, General Securities Representative
Personal & Community
- Board Member, Chattanooga Symphony & Opera
- Board Member, Chattanooga Theatre Centre
- Finance Committee, Animal Care Trust
- United Way
- Children's Home / Chambliss Shelter
Registered States:
AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MI, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WV