19th Floor
Atlanta, GA 30305
toll free: 800-688-6002
fax: 404-460-5153
Financial Advisor
- 2005 - present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Financial Advisor
Atlanta, GA - 1983 - 2005: Morgan Stanley
Senior Vice President - Wealth Advisor / Retirement Specialist
Atlanta, GA - 1976 - 1983: BankOne
Asst. Vice President - Marketing
Springfield, IL - MA - Business Administration, 1981
University of Illinois
Springfield, IL - BA - Business Management
University of Illinois
Springfield, IL - Certificate from the Illinois Executive Graduate School of Banking
University of Illinois - Urbana, 1983 - Completed Senior Financial Advisor's Program at the Wharton School, 2003
- Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Series 3 - National Commodity Futures
Life, Health, Variable Annuities and Long Term Care Insurance Licensed - Project Open Hand Atlanta
Advisory Board Member
Atlanta, GA - Delta Sigma Pi Business & Lambda Chi Alpha Fraternities
Champaign - Urbana, IL - 10th Anniversary Project Open Hand Philanthropist Award
- Illinois State Scholar
Financial Advisor
- 2005 - present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER
Financial Advisor
Atlanta, GA - 1999 - 2005: Morgan Stanley
Retirement Planning Specialist / Financial Advisor
Atlanta, GA - International Finance Concentration
Richmond University
London, England - BS - Finance, 1999
Auburn University
Auburn, AL - Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Series 31 - Managed Futures & Commodities
Life, Health, Variable Annuities and Long Term Care Insurance Licensed - Auburn Alumni Association
Member
Auburn, AL - Sigma Chi Fraternity
Member - Children's Miracle Network
Volunteer
Atlanta, GA - Blue Chip Council
Member
