Dynamic Wealth Advisor with a proven track record at Raymond James, excelling in cash flow management and client relationship building. Recognized for achieving high referral rates through exceptional service and strategic portfolio adjustments. Committed to delivering tailored insurance and education funding solutions, ensuring client satisfaction and loyalty.
Personable and analytical with keen understanding of financial markets and investment strategies, bringing solid foundation in financial planning and asset allocation. Possesses strong skills in data analysis and client relationship management, with focus on providing personalized and effective financial advice. Committed to helping clients achieve their financial goals and secure their financial future.