Prior to joining Raymond James & Associates in 2011, I spent 17 years managing a financial advisory practice at Morgan Stanley Smith Barney and its predecessor firms.
In 2017, we moved to Raymond James Financial Services, an independent broker / dealer and wholly-owned subsidiary of Raymond James Financial, to form Ray Behavioral Wealth, PLLC, part of the Winter Park Wealth Group.
Before joining the financial services industry in 1993, I spent 12 years at IBM Corporation in sales and corporate financial analysis, working with many of our country's top corporations, small businesses and their senior managers.
While at IBM, I was the recipient of two corporate internships studying finance with the faculty of the Harvard Business School. I graduated from the University of Akron (Ohio) in 1983 with a Bachelor of Science Degree in Finance following my studies in finance and mathematics.
Additionally, I have served as an officer of the Ocala Youth Baseball Association. My community involvement has also extended to Toastmasters International and the Youth Motivation Task Force which provides business counseling to students from elementary grade levels through high school, and as a former Dale Carnegie instructor, teaching public speaking for high school seniors.
I enjoy CrossFit, coaching youth baseball and softball, playing amateur golf tournaments, reading, and playing chess. My wife Janice and I, our two children and their families all reside in the Ocala, Florida area.
- Securities licenses: Series 7, 63, 65
- Florida Insurance license: Life Health & Variable Annuity 2-15
- Member: Foundation for Economic Education
- Member: The Heritage Foundation
- Member: Univ. of Akron Alumni Association
- Member: Phi Delta Theta Alumni Association
Raymond James is not affiliated with any of the organizations listed above.
