I believe my most important role is to help my clients pursue their lifetime financial goals.
These goals are very personal and unique to each individual or family. One of the advantages of being a Financial Advisor with Waddell & Reed is that I have access to a broad range of financial tools and can help choose what may work for my clients. There is no "Investment of the Month", or quota to meet. My objective is creating a customized financial plan that my client understands and believes in.
I am securities licensed in Florida and multiple other states. My professional qualifications also include Series 7, 63 and 66 licenses. With over 30 years of experience in Financial Services, I've helped individuals and families, small businesses and large corporations.
As an advisor with Waddell & Reed, I focus on financial planning, retirement planning, estate planning and risk management strategies, helping my clients have confidence in their financial future. I am based in our Tampa, Florida office and serve individuals, families and businesses in Pinellas, Hillsborough, Pasco, Manatee, and Sarasota counties.
I know that speaking to a financial advisor can feel overwhelming and intimidating. You may be concerned about discussing your assets, or what you may perceive as a lack of assets. Allow me to share this: It doesn't matter what you have or don't have. What matters most is where you are headed. I can help you create a plan that gives you direction and is designed to help reduce fears and doubts about your future.
Call me today at 813-804-7914 for a complimentary, no obligation consultation. A financial plan can help you look to the future with clarity and confidence. Ask me questions and allow me to demonstrate how I can help you.
The free consultation provides an overview of investment and financial planning services offered through Waddell & Reed, Inc. You are not obligated to purchase any products or services as a result of receiving the free consultation.