Financial Advisor
Suite 100
Jackson, MS 39211
toll free: 800-227-0202
fax: 601-321-7739
- BA - Liberal Arts, 1978
Louisiana State University
Baton Rouge, LA - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Rotary Club of Jackson - Member
Jackson, MS - New State Theater - Past Board Member
Jackson, MS - Ballet Mississippi - Past Board Member
Jackson, MS - Mississippi Opera - Past Board Member
Jackson, MS - Northminster Baptist Church - Member
Jackson, MS
- Alumnus of the Year, 2003
St. Andrew's Episcopal School
Jackson, MS
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Family Consulting
- Corporate 529 Plans
- Private Banking
- Wealth Management
- Endowments and Foundations
- 1998 - Present: Morgan Stanley Smith Barney*
Vice President - Wealth Management
Financial Advisor
Jackson, MS - 1983 - 1998: Deposit Guaranty Investments
Vice President
Jackson, MS - 1978 - 1983: Family Owned Dental Supply Company
Vice President
Jackson, MS
- Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.

