Branch Manager, Certified Financial Planner™, Certified Investment Management Analyst™
CurrentWe Coordinate, Integrate, and Simplify the Financial Affairs for a select group of families. We work to make sure that all of the financial aspects of family are in line and up to speed with their current position and stated goals.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPCInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Sound Harbor Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.*The Investment Management Consultant designation is awarded to those who complete the internal Raymond James Institute of Investment Management Consulting program. *Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section