Work:
Lakeway Area Habitat For Humanity
Board Member
Senior Citizens Center
Board Member
Girls Inc.
2009 - 2015
Board Member
Cfd Investments, Inc.
2009 - 2015
Financial Professional
Merrill Lynch
Sep 2008 - Jul 2012
Financial Advisor
Southern Heritage Investments & Planning
Sep 2008 - Jul 2012
Financial Professional
Kingdom Advisors
Sep 2008 - Jul 2012
Member - Financial Advisor
Education:
Cooper City High School 1985 - 1989
Global University - Berean School
Skills:
Estate Planning, Series 63, Financial Advisory, Community Service, High Net Worth, Financial Planners, Practice Management, Fixed Annuities, Saving For Education, Wealth Preservation Planning, Qualified Retirement, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Portfolio Management, Iras, Investments, Variable Annuities, Finance, Wealth Preservation, 401K, Rollovers, Investment Advisory, Asset Allocation, Roth Ira, Strategy, Financial Services, Wealth Management, Life Insurance, Mutual Funds, Simple Ira, Uniform Combined State Law, Strategic Financial Planning, High Net Worth Individuals, Qualified Retirement Plans, Investment Strategies, Sep Ira, Wealth Accumulation, Asset Management, College Savings Plans, Financial Goals, Customer Service, Long Term Care, Disability Insurance, Wealth, Ria, Uniform Combined State, Small Business, 401K Rollovers, Personal Finance, Strategic Financial, Term Life Insurance, Retirement, Series 65, Series 7, 529 Plans, Investment Management