Leveraging a proven track record of success in managing wealth, assets, and investments, I am highly skilled in identifying client needs and creating plans to help them realize their short and long term objectives. This includes buying and selling of homes and investment real estate properties.Blending strong interpersonal, communications, and strategic planning skills, I excel in meeting with clients to understand what they want to do with their finances and developing appropriate solutions. Throughout my career, I have proven invaluable at helping individuals and their families reap the benefit of sound financial investing. I have generated millions of dollars of sales on a monthly basis and managed large investment portfolios for clients, achieving full and complete customer satisfaction. I provide the same level of care and service when working with families looking for their next home. As a result, I am respected both as a financial expert and realtor. I launched into real-estate with Keller Williams as a provisional broker before joining the top South Charlotte firm Wilkinson Era and launching Its Luxury Living, representing high profile clients and estates.My credentials include a Bachelors degree from the University of Georgia and my Series 7, 63, and health insurance licenses. I have also obtained Real Estate Licenses in North and South Carolina. If I can assist you with my expertise, please connect with me on LinkedIn. Areas of Expertise Include:✓ Client Relations✓ Consultative Selling✓ Mutual Fund Trading✓ Investment Management✓ Retirement Planning ✓ Real Estate Investing and Planning