Colonial Brokerage
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Colonial Brokerage Employees
Pioneer Wealth Solutions June 2014 - Present
Atlantic Capital Advisors, LLC August 2013 - Present
The First Tee of Greater Austin November 2013 - Present
Greater Austin Senior Alliance January 2012 - August 2013
Ameriprise Financial October 2009 - August 2013
Colonial Brokerage January 2006 - October 2009
Skills
Strategic Financial..., Investments, Wealth Management, Estate Planning, Retirement, Asset Management, Finance, Insurance, Asset Allocation, Financial Services, Management, Small Business, Training, Equities, Wealth, Wealth Management..., Tax, Disability Insurance, Sales, Real Estate, Risk Management, High Net Worth..., Series 7, Investment Advisory, Employee Benefits, Mutual Funds, 401k, Portfolio Management, Long Term Care Insurance, Alternative Investments, IRAs, Financial Planners, Mortgage Lending, Options, Banking, Relationship Management, Credit, Roth IRA, 529 Plans, Bonds, Life Insurance, 401k Rollovers, Financial Advisory, Investment Strategies, Retirement Planning, Fixed Annuities, Securities, Investment Management, ETFs, Wealth Accumulation
Education
The American College 2011 — 2014
Certified Financial Planner Practitioner, Financial Planning
College for Financial Planning 2009 — 2010
Acredited Wealth Management Advisor AWMA®, High Networth Financial Planning
Florida Gulf Coast University 2002 — 2008
Finance and Economics
HSBC Retail Banking and Wealth Management October 2013 - Present
SunTrust Bank January 2007 - October 2013
Colonial Brokerage February 2005 - December 2006
WM Group of Funds December 2000 - January 2005
Essex Corp January 2000 - December 2000
Bank of America March 1990 - December 1999
Skills
Financial Services, Investment Strategies, Finance, Debt Elimination, B2B Marketing, Team Management, Sales Management
Education
Florida Metropolitan University 1991 — 1995
Bachelor of Business Administration (BBA), Business/Finance
Key West High School 1984 — 1987
215- Life Health and Variable Annuity
FINRA 7 & 63
Security Financial Management October 2009 - Present
Colonial Brokerage 2004 - 2008
Raymond James Financial Inc. 2000 - 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Series 7, Series 63, Mutual Funds, Wealth Preservation..., Series 65, Stockbroking, Wealth Accumulation..., Life Insurance, Variable Annuities, Securities
Education
Florida Atlantic University
Bachelor of Arts (B.A.), Psychology
Regions Investment Services August 2012 - Present
Regions Invesment Services November 2009 - August 2012
Colonial Brokerage March 2002 - November 2009
Compass Brokerage March 1997 - March 2002
Skills
Investments, Sales Management, Mutual Funds, Series 7, Portfolio Management, Strategic Planning, Wealth Management, New Business Development, Negotiation, Retirement Planning, Customer Service, Sales, Series 63, Financial Analysis, Fixed Annuities, Microsoft Excel, Asset Managment, Budgets, Team Building, Asset Allocation
Education
University of Southern Mississippi 1980 — 1984
BS, Hotel and Resturant Administration
LPL Financial July 2013 - Present
Alabama Securities Commission March 2011 - July 2013
Wachovia May 2009 - September 2010
Lakehouse Consulting, LLC 2008 - 2009
Wachovia Insurance Services Broker Dealer, Inc. 2006 - 2008
Colonial Brokerage 2002 - 2006
USAA 1998 - 2001
Skills
Investments, Securities, Banking, Securities Regulation, FINRA, Hold Series 66, Hold Series 24, Team Building, Hold Series 7, Data Analysis, Governance, Team Leadership, Microsoft Office, Contract Negotiation, Research, Writing, Alternative Investments..., Series 7
Education
Columbus State University 1987 — 1992
B.A., Communications
Genworth Financial January 2012 - Present
SunLife January 2011 - January 2012
RiverSource October 2009 - January 2011
Colonial Brokerage March 2009 - October 2009
Genworth October 2006 - March 2009
Genworth January 2003 - October 2006
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Variable Annuities, Series 63, Mutual Funds, Series 7
Education
Roanoke College 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
PNC Investments February 2012 - Present
NBC Securities November 2009 - February 2012
Colonial Bank January 2009 - May 2010
Colonial Brokerage January 2006 - January 2009
Colonial Brokerage April 2004 - January 2007
Education
Boston University 2010 — 2010
Financial Planning
Jacksonville State University 1995 — 1997
MBA, Finance
University of Florida - Warrington College of Business Administration 1990 — 1994
BS, Business Administration
Certified Financial Group, Inc. June 2006 - Present
Colonial Brokerage 2002 - 2006
Third Fed Investments 1999 - 2002
First Union 1997 - 1999
Communications Equity Associates 1989 - 1997
Education
Center for Fiduciary Studies, LLC
AIF®, Accredited Investment Fiduciary®
University of South Florida
Bachelor of Science (B.S.), Finance
University of South Florida
CFP®
JHS Capital Advisors, LLC September 2009 - Present
Colonial Brokerage July 2002 - September 2009
Prudential Securities March 1997 - July 2002
Skills
Series 7, Series 63, Series 65, Airline Transport Pilot..., Life, Health and..., Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Securities, Investments, Mutual Funds, Insurance, Strategic Financial..., FINRA, Financial Services, Finance, Retirement
Education
University of South Florida 2000 — 2002
Bachelor's degree
St. Petersburg College 1987 — 2000
Professional Pilot Program, Aviation, National Honor Society
Morgan Keegan October 2009 - October 2011
Colonial Brokerage April 2006 - October 2009
SouthTrust/Wachovia Securities September 2002 - April 2006
FirstUnion/Wachovia December 1998 - September 2002
Education
University of Florida 1981 — 1983
BS, Computer Information Sciences
Independent Channel July 2010 - Present
Wells Fargo Advisors October 2007 - September 2010
Wachovia Securities. Inc October 2007 - September 2010
Colonial Brokerage July 2001 - October 2007
Skills
Financial Planning, Mortgage Lending, Strategic Financial..., Investments, Finance, Uniform Combined State..., Wealth Management, Retirement, Wealth, Life Insurance, Relationship Management, Retirement Planning, Investment Advisory, Small Business, IRAs, Fixed Annuities, Securities, Wealth Management...
Education
Samford University 1989 — 1994
Bachelor of Applied Science (BASc), Marketing/Advertising
Mountain Brook 1986 — 1988
Wells Fargo Advisors, LLC December 2005 - Present
Colonial Brokerage January 2001 - December 2005
SunTrust Investment Services January 1999 - January 2001
New England Financial February 1997 - December 1998
Edward Jones February 1996 - February 1997
Petrolite Corporation (now Baker Hughes Corporation) October 1987 - February 1996
Chemtech Industries, Inc June 1982 - October 1987
Union Chemicals Division/UNOCAL November 1978 - June 1982
Education
Eastern Illinois University 1974 — 1978
B.S., Business with Concentration in Chemistry
Nolan Capital Advisors LLC September 2011 - Present
Quest Capital Strategies Inc December 2009 - September 2011
Elements Consulting Inc November 2009 - September 2011
Colonial Brokerage February 2009 - November 2009
Washington Mutual June 2008 - February 2009
Sentinel Investments May 2006 - March 2008
Edward Jones May 2005 - May 2006
Federated Investors January 2000 - May 2005
Federated Investors March 1999 - December 1999
Federated Investors December 1998 - March 1999
Skills
Wealth Management, 401k, Financial Advisory, Asset, Wealth, Series 7, Mutual Funds, Asset Allocation, Series 65, Fractional Share..., Life & Health Insurance..., Portfolio Management, Retirement Planning, Estate Planning, Series 63, Investments, Fixed Annuities, Retirement, Investment Advisory, Insurance, Finance, FINRA, IRAs, Series 6, Investment Strategies, Alternative Investments, Strategic Financial..., Financial Services, Uniform Combined State..., Investment Management, 401k Rollovers, Personal Financial..., Securities, Bonds, ETFs, Equities, Financial Planning, Asset Management
Education
Slippery Rock University of Pennsylvania 1995 — 1997
BS, Sport Management
Bethany College 1992 — 1997
Franklin Regional 1988 — 1992