I am a Financial Advisor offering independent wealth management. I am focused on providing clients with financial planning, investment management, and a trusted partnership to help my clients meet all of their financial and personal goals.Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm.Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Managed strategic accounts over $5 million annual revenue. Quickly developed and cultivated trust with these very important customers. Made sure that customers service met the high standards that these large accounts expect to receive. Trained and led a team of two others in day to day management.

Executed company strategy for acquiring new customer accounts. Generated leads and cold called prospective customers. Responsible for building relationships with customers that are secured. Grow business among existing customer base through day to day management. Constant multi-tasking making sure customer shipments are on time with no issues, margins are maintained, a pipeline of potential clients is in place, and seeking new business at all times. Complete autonomy in all business decisions. When to take on a new customer, when to let another account go, taking losses on shipments, etc.

Responsible for building long term relationships with carriers to ensure freight coverage. Utilized these relationships to secure truck capacity in advance for better efficiency. Negotiated rates daily with carriers to obtain high margins. Built and maintained relationships with customers while accepting load tenders, getting rates approved, providing updates, and working through issues together. Significant time spent on the phone working with dispatchers , drivers, and customers.