Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Wealth Management

Nashville, TN

July 1996 - Present

Accomplishments

  • Forbes Best-in-State Wealth Advisors 2017
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Certified Private Wealth Advisor
  • Member of Financial Planning Association (FPA®)

Education

  • B.A. Communications, University of Arkansas, 1984

Licenses

  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • Series 7, General Securities Representative

Personal & Community

  • Board Member of Nashville Public Television, Estate Planning Council of Middle TN
  • Former Board Member of Fifty Forward, CABLE, and March of Dimes in Middle, Tennessee
  • Active in community and professional organizations in Middle, Tennessee

Registered States:

AK, AL, AR, AZ, CA, CT, FL, GA, IN, KY, LA, MA, MI, MN, MO, NC, NV, NY, OH, PA, RI, TN, TX, VA, WA