Vice President - Southeast Regional Director
CurrentAs Southeast Regional Director for Congress Asset Management, I cover all major Wirehouses, RIA's, and select independent firms within the Southeastern United States including GA, AL, N. FL, NC, SC, TN, VA, W. VA, MS, KY & LA. Focus relationships include Morgan Stanley, Merrill Lynch, UBS, Wells Fargo, Raymond James, RBC, LPL, Oppenheimer, and Truist.