• Transitioned from Raymond James to an RIA firm with partners David Morgan and Howard Jordan to ensure the continuity of the team and to continue to serve the clients' needs.• Helped the team be named the fastest-growing RIAs in Florida in 2023 and recognized as one of the top RIAs in 2024 by FA Magazine.• Manages a portion of client relationships within the firm, which oversees assets under management (AUM) exceeding $700 million.• CERTIFIED FINANCIAL PLANNER™ professional… Show more • Transitioned from Raymond James to an RIA firm with partners David Morgan and Howard Jordan to ensure the continuity of the team and to continue to serve the clients' needs.• Helped the team be named the fastest-growing RIAs in Florida in 2023 and recognized as one of the top RIAs in 2024 by FA Magazine.• Manages a portion of client relationships within the firm, which oversees assets under management (AUM) exceeding $700 million.• CERTIFIED FINANCIAL PLANNER™ professional, having completed coursework at Wake Forest University School of Business, passed a rigorous examination, and met stringent experience requirements.• Licensed Florida 2-15 Health & Life (Including Annuities & Variable Contracts) agent.• Grows client base through a personalized, face-to-face approach, focusing on trust and comprehensive financial planning.• Expert in utilizing firm-provided software for financial planning and portfolio analysis.• Provides retirement benefits advisory, including 401k plan implementation, participant education, and ongoing maintenance.• Delivers investment and financial education seminars to clients and businesses.• Conducts mutual fund and ETF research to make informed client recommendations.• Regularly addresses client inquiries about financial plans and strategies.• Constructs, monitors, and rebalances client portfolios.• Developed and implemented internal systems to streamline customer service, office management, and compliance processes. Show less