We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
Our Team
Service to others is a pillar of my professional life, as a veteran who served for over two decades, I now serve my clients to help them seek to secure their financial future. I value connecting with clients in a meaningful way, removing the fear of future financial wellness through precise and detailed planning today. Spent 22 years in the United States Marine Corps as an Aviation Ordnance Officer. Worked at Gulfstream Aerospace for 3 years and now I work as a financial advisor with Prudential Advisors.
As a Regional Director with Prudential Advisors, my responsibilities include recruiting, selecting and developing high- quality Financial Professional Associates (FPAs). FPAs are expected to gain a thorough understanding of Prudential's products and services and develop skills in our relationship- based sales process. I support our FPA's successes by working with them during sales calls and extending valuable feedback and training at their weekly coaching sessions. In addition, I assist FPAs in developing a marketing strategy that will help them reach their full potential.
2025
1 Employee
21720596
LPL ENTERPRISE
LPL ENTERPRISE
FL, GA, SC, NC
Greater Savannah GA, Statesboro GA, Tybee Island GA, Richmond Hill GA, Bluftton SC, Hilton Head Island SC
Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Variable Life, Long Term Care, Variable Annuity, Life, Health
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Yes
Your Office, Video Conference, Your Home, Phone, Email
Fee-Based
$10,000
Flat Fee, Hourly, Based on Assets, Commissions
1%
$250
Financial Management Oversight: $250 per quarter Financial Planning: $250 per hour Assets Under Management: 1%
15
10
11
$750,000
15
9
8
$750000
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Will you be the only person working with me?
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Prudential or the Greater Florida Financial Group.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
