Saint Petersburg, FL 33710
toll free: 800-237-2898
fax: 727-343-8203
Portfolio Management Director
- 1972 - present: Morgan Stanley Smith Barney*
St. Petersburg, FL - BS - Economics, 1966
Florida State University
Tallahassee, FL - Series 7, 63, 65 & Insurance Licensed
- Portfolio Management Certification
- Southwest Little League baseball coach since 1985
- NFLPA Registered Player Financial Advisor
Financial Planning Specialist
- 2004 - present: Morgan Stanley Smith Barney*
St. Petersburg, FL - 1996 - 2002: Technology Consultant
- MBA - Finance, 2004
Emory University
Goizueta Business School
Atlanta, GA - BS - Communications & Mathematics, 1996
University of Miami
Coral Gables, FL - Series 7, 66 & Insurance Licensed
- Board Member- Suncoast Center for Community Mental Health
- Emory Alumni Chair- Tampa Charter
- St. Petersburg Chamber of Commerce and SPYP Member
- Series 7 Licensed
- Over 10 years with Morgan Stanley Smith Barney* and over 26 years in the industry
- South East Guide Dogs Volunteer
