Knowledge, experience, leadership And the confidence to pursue your goals
I began my career in financial services with UBS as a Financial Advisor in 2003 in the Brentwood, TN branch. Currently, I am a Wealth Advisor, as well as, the Branch Manager for the UBS office located in Lafayette, LA. I attribute much of my success to the fact that, I genuinely enjoy helping my clients succeed in reaching their financial goals. In addition to my career, my hobbies include golf, hunting, and fishing. I currently reside in Lafayette, LA with my wife Susan.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Branch Manager |
Lafayette, LA |
March 2011 - Present |
UBS Financial Services Inc. |
Branch Manager |
Huntsville, AL |
March 2009 - March 2011 |
UBS Financial Services Inc. |
Branch Manager |
Montgomery, AL |
January 2008 - March 2009 |
UBS Financial Services Inc. |
Financial Advisor |
Brentwood/Franklin, TN |
December 2003 - January 2008 |
J.N. GherardiAssociates, LLC DBA Aerus Electrolux |
President-Franchise Owner |
Nashville, TN |
August 2002 - June 2008 |
Education
- Western New England College-Springfield, MA, 1977-1980
- B.S. Business Administration, University of Phoenix, Franklin, TN, 2004-2006
- Financial Planning Certificate, Kaplan University, Davenport, Iowa 2009-2010
- CFP® Certification, Certified Financial Planner Board of Standards, Inc. September 2010
Licenses
- Life, Health, & Annuity Insurance Licensed: AL, AR, FL, GA, KY, LA, MA, MS, NC, NH, NV, TN, VA.
- Series 3, 7, 9, 10, 66
Registered States:
AL, AR, CA, CO, CT, FL, LA, MA, MS, NE, NH, TN, TX