Experience
Makes all the difference
John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies, and estate planning. John lives in Tampa with his wife Kathy and two children. He volunteers at various organizations and enjoys coaching youth athletics.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Investments |
Tampa |
October 2008 - Present |
Wachovia Securities |
First Vice President - Investments |
Tampa |
September 2000 - October 2008 |
PaineWebber |
Financial Advisor |
Tampa |
August 1994 - September 2000 |
Smith Barney |
Account Executive |
Tampa |
August 1989 - August 1994 |
Merrill Lynch |
Account Executive |
Tampa |
August 1985 - December 1989 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Education
- University of Florida BSBA
- Rollins College Financial Planner Program
Licenses
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- State of Florida Life, Health Insurance and Variable Annuities Licensed
Personal & Community
- Florida Bar Grievance Committee
- Various coaching postions
- Tampa Bay Little League Board of Directors
- YMCA
Registered States:
AL, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI