Experience Makes all the difference

After graduating from high school I worked as an illustrator in public television until drafted into the U.S.Army in 1966. I served two tours in Vietnam leaving the service in 1972 as a Captain. I completed college while on active duty at night on the G.I. Bill. I am married and living in Virginia Beach with a grandson who loves fishing with granddad.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Investments

Norfolk, VA

July 1975 - Present

Merrill, Lynch

Financial Advisor

Norfolk, VA

September 1973 - July 1975

Accomplishments

  • Senior Portfolio Manager, Portfolio Management Program

Education

  • B.S. Business Management, Hampton Institute

Licenses

  • Series 1, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • State of Virginia, Life, Variable Life Insurance and Variable Annuity Licensed

Personal & Community

  • Board of Directors Waterside Capital
  • Past Chairman,Norfolk Chamber of Commerce
  • Chairman, Old Dominion University Research Foundation
  • Past Chairman, United Way Foundation
  • Past Chairman, Urban League of Hampton Roads

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WA, WI