I am a 29 year veteran in the financial services industry having started my career with Dean Witter in 1991. To say that financial management is a passion of mine is an understatement. I specialize in addressing the unique financial management needs of the retiree, business owner, young professional and their families to help achieve their financial plans. I use strong problem solving skills, emotional intelligence, and relationship development to help assure that my clients goals are met with the appropriate risk-based solutions. I aim to utilize my former practices forward, ensuring I can embrace past experiences while continuing to grow and help you reach your goals.Licenses: • Series 7• Series 63• Series 65• Series 66Service Included:• Comprehensive Financial Planning• Investment Portfolio Management• Tax Efficient & Tax Advantaged Investment Strategies• Retirement Planning Analysis• Estate & Charitable Planning• Insurance Portfolio Consulting• Business Succession Planning• 401K educationMy wife Aubry and I have five daughters, Julia, Eliza, Edith, Mary Hunter and Mallory. Raymond James 1100 Ridgeway Loop, Suite 600 Memphis, TN 38120 901-818-7612