Financial Advisor and Investment Portfolio associate based out of Atlanta Georgia with Raymond James. Takes a holistic view of one’s financial life, both qualitative such as personal preferences and background, along with quantitative measures to efficiently allocate resources towards goals. As the investment environment constantly changes, a knowledgeable financial professional can leverage a time-tested process, along with providing innovative solutions and strategies to achieve goals. Commited to continual learning having completed the requirements to become CFP® Professional, Chartered Financial Consultant®, and Chartered Retirement Planning Counselor SM. Specialize in holistic financial planning, investment management, retirement planning and distribution strategies, insurance planning, and risk management.
Listed skills include Time Management, Microsoft Excel, Sales, Leadership, and 22 others.