RSA Battle House Tower, Suite 16290
Mobile, AL 36602
toll free: 800-624-7814
fax: 251-470-1100
Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
- Joined Morgan Stanley Smith Barney* in 1992
- President's Council
Member - Designs Customized Wealth Management Services for Clients Unique Financial Goals
- BS - Finance
University of Alabama
Tuscaloosa, AL - Married with Three Children and Resides in Mobile
Retirement Plan Consultant
Financial Planning Specialist
- Retirement Plan Consultant since 1994
- Financial Planning Specialist Designation
- B.S., 1992
University of Alabama
Tuscaloosa, AL - Point Clear Polo Foundation
Board of Directors - Bayside Academy
Board of Directors
- Senior Client Services Associate with Morgan Stanley Smith Barney* and The Radcliff Group since 1995
