Wells Fargo Advisors Jan 2008 - Mar 2013
Financial Consultant
Benjamin F. Edwards & Co. Jan 2008 - Mar 2013
Financial Consultant-Associate Vice President-Investments
A.g. Edwards May 1999 - Jan 2008
Financial Consultant
Merrill Lynch Sep 1990 - May 1999
Financial Consultant
Education:
University of Louisiana at Lafayette
Bachelor of Applied Science, Bachelors
Skills:
Investments Insurance Strategic Finance Financial Services Retirement Planning Long Term Care Insurance Wealth Management Portfolio Management Investment Advisory Estate Planning Mutual Funds Financial Advisory Management Customer Service 401 Retirement Savings Plans Strategic Planning Finance 401K
Interests:
Family Working Out Golf Hunting Fishing
Certifications:
Series 7 Series 63 Series 65 Financial Industry Regulatory Authority (Finra)
Racho Elementary School Taylor MI 1994-1995, Belleville South Middle School Belleville MI 1995-1997, Brake Middle School Taylor MI 1996-1997, Brake Junior High School Taylor MI 1996-1997
I am a dad to two great kids and a husband to my best friend. I like being outside. I live for two weeks a year: the week at Oak Island and the week between Christmas and New Years.
Tagline:
Bacon is meat candy.
Bragging Rights:
I really enjoy puttering in the yard and fixing stuff.