With over 20 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience—throughout major shifts in the markets—enables me to help My clients structure balanced portfolios to address their specific financial goals.
I have earned a Bachelor of Science degree in Business Administration from the State University of New York College at Fredonia.
I began my financial services career in 1986 a as a Management Trainee with Fleet Bank of Rochester, NY (now Bank of America). At the conclusion of that two-year program I was assigned as a Loaned Executive to the United Way and subsequently went on to become a Branch Manager and Commercial Loan Officer.
In 1993 I moved to Cleveland, Ohio, and joined JP Morgan Chase (formerly Bank One, NA) in the same capacity, and I obtained my licenses to offer mutual funds and annuities to clients. In 1999 I left banking and obtained my Series 7 license as a Financial Advisor and Comprehensive Wealth Manager with UBS Financial (formerly McDonald Investments). I later joined Morgan Stanley (formerly Smith Barney) in 2005.
In 2010 I moved to Atlanta, Georgia, and became an Independent Advisor with Wells Fargo Advisors Financial Network. In 2016 I joined Eudaimonia Partners, LLC as a Registered Investment Advisor.
I believe strongly in making my community a better place to live and work. While in Cleveland I was selected as a member of Kaleidoscope Magazine’s 40/40 Club, and recipient of the Community Champion Award for outstanding service. I graduated from the National Conference for Community Justice’s Lead Diversity Program, and I served as Chairman of the Board for E CITY, a non-profit organization and licensee of NFTE that teaches entrepreneurship and life skills to high school youth.
I was also an active member of the 100 Black Men of Greater Cleveland, Inc., where I served as a Board Member, Treasurer, Chairman of the Annual Fundraising Gala, Chairman of the Economic Development Committee, Member of the Finance Committee, and Mentor with the 100 Black Men of Tomorrow. I continue to be an active member of the 100 Black Men of America organization as a board member, treasurer, and mentor with the North Metro Atlanta chapter.
I am a member of Hopewell Northeast Missionary Baptist Church in Grayson Georgia, and I am dedicated to helping people live more meaningfully.
In my spare time, I enjoy golfing, mentoring & promoting financial literacy and entrepreneurship among youth.