Position:
Vice - President, Investments-Certified Estate Planner at Wilmarth Financial Planning Group of Raymond James & Associates, Inc.
Work:
Wilmarth Financial Planning Group of Raymond James & Associates, Inc.
since Feb 1998
Vice - President, Investments-Certified Estate Planner
Education:
National Insitute of Certified Estate Planners 2010 - 2010
CEPÃÂî
Institute of Investment Management Consulting 2007 - 2007
Wealth Managment Specialist
Kaplan College 2003 - 2004
Wealth Management Specialist, Wealth Management
University of Central Florida 1987 - 1991
Business, Finance
satellite high school 1982 - 1984
Ruggles Lane
Skills:
Wealth Management, Cash Flow Analysis, Investment Management, Retirement Plan Specialist, Certified Estate Planner, Financial Planning, Long Term Care
Interests:
Boating, snow skiing, snow mobiling, mountains, NASCAR and traveling.