Janney Montgomery Scott Llc
Executive Vice President Private Client Group
Morgan Stanley 2006 - 2009
Senior Vice President Wealth Management
Legg Mason 1994 - 2006
Senior Vice President and Investments
Morgan Stanley 1987 - 1994
Senior Vice President
Education:
East Tennessee State University 2010 - 2016
Bachelors, Bachelor of Science
East Tennessee State University 1989 - 1992
Bachelors, Bachelor of Science
East Tennessee State University 1974 - 1978
Bachelors, Bachelor of Science, History, Sociology
Skills:
Retirement Planning Wealth Management Investments Retirement Strategic Financial Planning Investment Strategies Finance Asset Management Mutual Funds Wealth Asset Allocation 401K Series 7 Securities Portfolio Management Alternative Investments Equities Financial Services Investment Advisory Capital Markets Wealth Management Services Series 63 Etfs Fixed Income Financial Advisory Series 65 Tax Fixed Annuities Finra Long Term Care Estate Planning Uniform Combined State Law