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