Knowledge, experience, leadership And the confidence to pursue your goals

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Account Vice President

Ponte Vedra Beach, FL

January 2011 - Present

Smith Barney

Account Vice President

Ponte Vedra Beach

November 2005 - January 2011

Accomplishments

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • Bachelor of Science, College of Business Administation, University of Florida

Licenses

  • Series 7, General Securities Representative
  • Series 63, 65 Uniform State Exam and Investment Advisor Exam
  • State of AL, AZ, CA, CO, CT, FL, GA, HI, KY, MA, ME, NC, NJ, NY, OR, PA, RI, SC, TN, TX, VA, VI, WV Life and Health Insurance Licensed

Personal & Community

  • St Augustine Yacht Club - Fleet Captain
  • SAYC Sailing Team Coach
  • Leukemia & Lymphoma Society - Executive Committee Member
  • St John's County Education Foundation - Past President

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MN, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VI, VT, WV