At Equitable Advisors, I am a part of the Retirement Benefits Group (RBG) a specialized division of Equitable Advisors. The RBG works with local nonprofit and public school employees to build strategies to help them meet their financial goals throughout their employment and retirement years. I also work with individuals as well as families with their financial planning needs.
“Our goal is to provide individuals, business owners and corporations with comprehensive
insurance, investment, and wealth preservation services. Our program of integrated planning helps offer balanced, flexible strategies designed for your particular circumstances and
objectives. Each financial instrument is part of a well-conceived plan designed to help you achieve optimum performance and exceptional value.”
Education:
- Florida State University - Bachelor Degree - Finance
- Florida State University - Bachelor of Arts - Music Liberal Arts
Community and Civic Organizations:
- Alpha Phi Alpha Fraternity, Inc.
- Sponsor - Equitable Day of Service
- Sponsor - Orange, Seminole, Osceola, & Lake County Public Schools Teacher of the Year Events
- Sponsor - FASA, FEA
- Sponsor - Florida Association of School Boards
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Retirement Benefits Group is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN).
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.