I graduated from Hampden-Sydney College with a Bachelor of Arts in Economics in 1999. Driven by a lifelong ambition to work on Wall Street, I moved to New York City in December 2000 and began my career on a trading desk at Bear Stearns. Over the next decade, I honed my skills in trading equity and fixed income securities, gaining invaluable experience in the fast-paced world of finance.
In 2012, I relocated to Tampa, Florida, where I transitioned into a role as a financial advisor with 21st Century Financial. My passion for providing personalized financial guidance led me to become an independent advisor and eventually establish my own company. This move allowed me to broaden my reach and better serve the best interests of my clients.
With a deep commitment to helping individuals and families achieve their financial goals, I bring a wealth of knowledge and expertise to every client relationship. My extensive background in trading and financial advising, combined with my dedication to client success, makes me a trusted partner in navigating the complexities of financial planning.
We've built a team of top-level, salaried professionals to give our clients unbilled access to expertise in every area of wealth management.
General Information |
| automated call: | Yes |
| States Licensed in: | FL |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management |
Services |
| Investment Types: | Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Bonds, Stocks |
| Can meet clients in the following ways: | Phone, Email, Your Office, Our Offices, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Life, Variable Annuity, Annuity |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500K+ |
| Compensation Methods: | Commissions, Based on Assets |
Education |
| Bachelor of Arts - Economics | Hampden-Sydney College - Hampden-Sydney, Virginia 08/21/1995-05/01/1999 |
Financial Services |
| Estate Planning & Trusts
A correctly executed will is one of the first things you should have in place when planning a legacy for your family. Our team can help you adjust and update your existing will or create a new one from scratch. Trusts are an advantageous way to avoid probate and pass your assets directly to beneficiaries in a tax-efficient way. Our team ensures your trusts are correctly established, funded, and updated throughout your lifetime and provides proactive guidance to ensure a smooth transition of wealth to the next generation. |
| Insurance Planning
Protecting yourself and your loved ones against unforeseen circumstances is a serious part of proper financial planning. We help you determine the right combination of term life, permanent life, long-term care, and disability insurance that best aligns with your specific situation and lifestyle. |
| Tax Advice and Services
Invest in traditional and alternative assets inside of a private insurance vehicle while deferring and in some cases, eliminating the tax liabilities those assets create as they appreciate in value. Sell and repurchase similar stocks within your portfolio in a strategic way that leverages losses to offset future capital gains. Protect assets held in your Qualified Accounts from future claims by your beneficiaries creditors by creating a trust to inherit your IRAs when you pass. Roll your capital gains into investment projects in specially-designated areas and defer or eliminate your capital gains tax by holding the investments for a specified period. Set aside large amounts of tax-deferred money for retirement while providing benefits for your employees without the limitations of standard 401(k)s, SEPs, and SIMPLE plans. |
| Annuities
Annuities are insurance contracts that pay out a fixed and/or variable interest rate and can provide significant benefits to your overall retirement income plan. |
| Financial Planning for Businesses
Deciding the best path forward for your business after youve stepped away can be both technically and emotionally challenging. We help you develop a solid succession plan that achieves the financial and strategic outcomes youre looking for. |
| Financial Planning for Individuals
Structured notes are investment vehicles that can be equipped with buffers or barriers that may mitigate downside losses while providing access to upside gains. |
| Investment Advice & Management
From single stocks and exchange-traded funds to real estate and private credit, we give you education and guidance on the investments and strategies that best suit your risk tolerance and desired outcomes. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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