Knowledge, experience, leadership And the confidence to pursue your goals
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Chattanooga, TN |
October 2017 - Present |
UBS Financial Services Inc. |
Wealth Planning Analyst |
Chattanogoa, TN |
November 2015 - September 2017 |
FTB Advisors, Inc. |
Chattanooga, TN |
December 2013 - October 2015 |
Education
- University of Tennessee at Chattanooga, BS in Civil Engineering, 2006
- College for Financial Planning, Acredited Wealth Management Advisor (AWMA®), 2016
- College for Financial Planning, CERTIFIED FINANCIAL PLANNER¿ (CFP®), 2017
- Exit Planning Institue, Certified Exit Planning Advisor (CEPA®), 2018
Licenses
- Series 7 - General Securities Representative
- Series 66 - Investment Advisor Representative
- Life, Accident & Health abd Long-Term Care Insurance
- Variable Contracts
Registered States:
AL, AR, CA, CO, CT, FL, GA, IA, ID, IL, LA, MD, ME, MO, NC, NV, NY, OH, PA, SC, TN, TX, VA, WV