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Work Background
Truist WealthVice President, Financial Advisor at Truist Investment Services, Inc.
Nov. 2022Palm Beach, FloridaDue to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure
Oppenheimer & Co. Inc.Senior Director- Investments
Jul. 2019 - Nov. 2022Boca Raton, Florida
Morgan StanleyFinancial Advisor
Jun. 2016 - Jul. 2019Boca Raton, Florida© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html
NMLS # 1650446
National Planning CorporationFinancial Representative
Mar. 2014 - Jun. 2016Hollywood, FloridaMy mission is to use my skills, resources, and financial knowledge to help individuals and businesses develop financial security and prosperity to create that ultimate life worth living in the now and future. My group and I work tirelessly to create the right strategies to optimize your wealth building potential and financial well being.
Sterne AgeeBrokerage Clerk
Sep. 2013 - Mar. 2014Fort Lauderdale, FLPerform duties related to the purchase, sale or holding of securities. Assist Equity trading desk and on occasion fixed-income Technical and Fundamental analysis of possible short-term equity investments Duties include writing orders for stock purchases or sales, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations.
TF Asset Management LLCEquity Analyst
Jan. 2013 - Aug. 2013Greater New York City Area, United States
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