Wealth Advisory Specialist
Suite 100
Jackson, MS 39211
toll free: 800-227-0202
fax: 601-321-7739
- JCJC Foundation
Former President, Board of Directors
Ellisville, MS - Mississippi State University College of Business and Industry
Former Senior Executive Advisory Board Member
Mississippi State, MS - Mississippi Science Network
Former Board Member
Jackson, MS - JCJC Alumni Association
Former President
Ellisville, MS - Lauren Rogers Museum of Art
Former Advisory Council Member
Laurel, MS
- Master of Public Administration, 1979
University of Mississippi
University, MS - Bachelor of Science / Business, 1974
Mississippi State University
Mississippi State, MS - Associate of Arts, 1973
Jones County Junior College
Ellisville, MS - Wealth Advisory Specialist Designation
- Alternative Investments
- Asset Management
- Business Planning
- Cash Management
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Qualified Plans
- Retirement Planning
- Wealth Management
- 1986 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Jackson, MS - 1980 - 1986: Treasury Dept. / State of Mississippi
Director, Bond Division
Jackson, MS
- The finest compliment we can receive is a referral from our friends and clients.


