Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (“SPIS”), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm

With the help of my team, I do more than provide investment advice to the average investor. My team of experienced professionals helps ensure clients receive efficient, friendly service. Each team member has a defined role based on their unique strengths, which complement one another to support clients’ needs in the most effective manner. Throughout life changes, as well as market fluctuations, we will coordinate the investment planning process for you. We take great pride in being there with our clients, every step of the way.By focusing on each investor's individual goals and dreams, my team and I develop strategies with the goal of helping to maximize investment potential while minimizing risk. Ultimately we strive to provide every client with targeted, customized financial advice and investment planning - delivered with the highest level of personal and professional integrity.I spend my free time with my Beverly, my children, Matthew and Megan, and my step-children Hunter and Corinne. We like to stay active both physically and mentally, whether it's playing with the family dog, Mocha, or participating in the children's many activities., as well as being involved in our community.I am a sports enthusiast and enjoy participating as well as being a fan of many different sports including but not limited to football (college and professional), NASCAR, baseball, volleyball, Cornhole, and others.Wells Fargo Advisors is a trade name used by Wells FargoClearing Services, LLC, Member SIPC, a registered broker-dealerand non-bank affiliate of Wells Fargo & Company.INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED/NO BANK GUARANTEE/MAY LOSE VALUE