Expert Qualifications

This highly qualified expert has over 20 years of experience in financial planning and advising. He received his BS from Virginia Tech. Currently, this expert is a certified financial planner and an accredited investment fiduciary. This expert has completed the series 65, series 7, and series 63 through the National Association of Securities Dealers. Previously, this expert served as a financial advisor for The Guardian, John Hancock, Morgan Stanley, and Merrill Lynch. Today, he is the CEO of a family financial planning office in Georgia. Additionally, this expert has authored a financial planning book.

Bio Snapshot

  • Location: GA
  • BS, Virginia Tech
  • Certified, Financial Planner
  • Accredited, Investment Fiduciary
  • Former, Financial Advisor, The Guardian
  • Former, Financial Advisor, John Hancock
  • Former, Financial Advisor, Morgan Stanley
  • Former, Financial Advisor, Merrill Lynch
  • Current, CEO, a family financial planning office in GA

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Expert Tags

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Banking and Small Business Lending Expert

State: FL

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