Scottsdale, AZ 85255
toll free: 800-259-8946
fax: 480-502-4837
- Bachelor of Science
Northern Arizona University - ACCREDITED ASSET MANAGEMENT SPECIALISTSM
College for Financial Planning
Scottsdale, AZ - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Health, Life, Disability & Long-Term Care Insurance Licensed
- Business Networking International
Membership Committee
Scottsdale, AZ - ACE in Business
Member
Scottsdale, AZ - Scottsdale Chamber of Commerce
Member
Scottsdale, AZ
- Present: Morgan Stanley Smith Barney*
Financial Advisor
Scottsdale, AZ - Edward Jones Investments
- Asset Management
- Wealth Management
- Financial Planning
- Fixed Income
- Qualified Plans
- Retirement Planning
- 529 Plans
- Qualified Retirement Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Professional Portfolio Management
- Exchange Traded Funds
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Insurance Services
- Certificates of Deposit
- Annuities
- Life Insurance
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.


