Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Investment Management
52
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Series 24 - General Securities Principal
  • Series 52 - Municipal Securities Representative
  • Series 53 - Municipal Securities Principal

Interests

  • Family and spending time with my two grandchildren
  • Through faith and volunteering to create a stronger, healthier community in South Florida
  • Reading printed materials about financial news, global events, history and sports. I am old-fashioned and like the feel of a physical newspaper or magazine in my hands.

Community participation

  • St. Jude Children's Research Hospital - www.stjude.org
  • Feeding the Homeless once a month with local church - www.camillus.org
  • Leukemia & Lymphoma Society - www.lls.org
  • Susan G. Komen (breast cancer foundation) - ww5.komen.org
  • Salvation Army - www.salvationarmy.org
  • Lifetime member of Miami Bond Club and Strathmore's Who's Who - strathmore-ltd.com

Previous experience

  • Senior Vice President / Financial Advisor, JHS Capital Advisors - Miami, Florida, 2011-2015
  • Principal Partner, Young Stovall & Company - Miami, Florida, 1979-2011
  • Head Fixed Income Trader of Trust Dept., Southeast Bank Trust Co, 1973-1976
  • Head Porfolio Manager of Firm's Tax-free Common Trust Fund, Southeast Bank Trust Co, 1973-1976
  • Fixed Income Trader of Trust Dept., Union Planters National Bank - Memphis, Tennessee, 1969-1973