Wells Fargo Advisors Financial Network, LLC, Member SIPC
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Wells Fargo Advisors Financial Network, LLC, Member SIPC Employees
Wells Fargo Advisors Financial Network, LLC, Member SIPC March 2003 - Present
DLI 1985 - 1985
Skills
Mutual Funds, Finance, Strategic Planning, Small Business, Retirement Planning, Business Development, Public Speaking, Team Building, Sales, Budgets, Social Media Marketing, Sales Management, Process Improvement, Customer Service, Social Media
Education
Rockhurst University
Master of Business Administration (MBA), Finance
College for Financial Planning
AAMS®, Accredited Asset Management Specialist
Georgetown University
BS
Defense Language Institute
Wells Fargo Advisors Financial Network, LLC, Member SIPC July 1999 - Present
Education
University of California, Irvine
Wells Fargo Advisors Financial Network, LLC, MEMBER SIPC June 2013 - Present
Morgan Stanley Smith Barney January 1994 - June 2013
Morgan Stanley Smith Barney May 1982 - June 2013
Skills
Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, Investment Strategies, Roth IRA
Education
Stanford University 1969 — 1973
B.A., Psychology
The Taft School 1965 — 1969
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2009 - Present
Natixis Global Associates International August 2006 - January 2009
WM Group of Funds November 2003 - August 2006
Alliance Bernstein November 1998 - November 2003
Skills
Financial Advisory, Mutual Funds, Investments, Fixed Annuities, Securities, Financial Services, Variable Annuities, Wealth, Asset Allocation, Insurance, Risk Management, Pension Consulting, 401(k) Rollovers, Business-Succession..., Deferred Compensation..., Estate Investment..., Financial Analysis, Fixed-Income Strategies, Investment Planning, Bonds, Strategic Financial..., Tax Managed Investment..., Wealth-Preservation..., Beneficiary Planning
Education
West Virgina University 1989 — 1991
Master of Arts in Communication Studies, Interpersonal Communication
Southern Illinois University, Carbondale 1985 — 1989
Bachelor of Science (B.S.), Bachelor of Arts in Speech Communication / Specialization: Public Relations
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
UBS Wealth Management 2001 - 2005
Merrill Lynch 1998 - 2001
John Hancock Life Insurance Company (U.S.A.) 1996 - 1998
Cambridge Trust Company 1985 - 1996
Skills
Insurance, Financial Services, Investment Strategies, Retirement Planning, Busness-Owner Planning, Retirement Plan..., Tax-Efficient Strategies, Wealth Preservation..., Estate Investment..., 401k Rollovers, Wealth Management, Estate Planning, Mutual Funds, Wealth, Series 63, Small Business, Strategic Planning
Education
Boston University 1981 — 1983
BA, International Relations and Business
The College of Wooster 1978 — 1980
South Kent School, Kent CT 1975 — 1977
High School
Wells Fargo Advisors January 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC March 2012 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC December 2011 - Present
AWHaydon.com January 1985 - Present
Education
Skidmore College
Bachelor, BS, Business
University of Massachusetts, Amherst
Masters, MBA, Masters in Business Administration
Wells Fargo Advisors Financial Network, LLC, MEMBER SIPC 2015 - Present
Cleveland Hill Schools 2009 - 2014
Skills
Financial Services, Retirement Planning, Investment Strategies, Investments, Financial Planning
Education
Niagara University 2005 — 2009
Bachelor’s Degree, Mathematics Teacher Education
Grand Island High School 2001 — 2005
High School
Cerner Corporation September 2014 - Present
Cerner Corporation July 2012 - August 2014
University of Kansas August 2010 - May 2012
Wells Fargo Advisors Financial Network, LLC, Member SIPC May 2009 - May 2012
Californos May 2011 - July 2011
Wachovia Securities Financial Network January 2008 - May 2009
Hawaiian Waters Adventure Park May 2007 - August 2007
Skills
Series 7, PowerPoint, Excel, Word, Microsoft Office, Access, Customer Relations, Investments, Financial Analysis, Equities, Microsoft Excel, Marketing, Data Analysis, Time Management
Education
University of Kansas 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing, Management
Shawnee Mission East 2004 — 2008
Capital One Financial Advisors February 2014 - Present
Wells Fargo Advisors Financial Network, LLC, Member SIPC February 2012 - January 2014
First Union Securities 1996 - 2008
Signet Bank 1996 - 1997
MetLife 1987 - 1995
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Multi-generational...
Education
University of Richmond 1982 — 1986
BA, Economics
Wells Fargo Advisors Financial Network, LLC, Member SIPC April 2002 - Present
Wachovia Securities, LLC April 2002 - May 2009
A.G. Edwards April 2002 - March 2008
Prudential Securities October 1996 - April 2002
Dean Witter September 1991 - October 1996
U.S. Marine Corps May 1986 - September 1991
Skills
Retirement Planning, Investments, 401k, Retirement, Wealth, Mutual Funds, Portfolio Management, IRAs, Financial Advisory, Finance, Small Business, Estate Planning, Fixed Annuities, Tax, Strategic Financial..., Strategic Planning, Leadership, Securities, Series 7, Life Insurance, Wealth Management, Risk Management, Disability Insurance, Asset Allocation, Investment Strategies, Series 63, Alternative Investments, Series 65, Investment Advisory, Financial Planners, Insurance, Asset Management, FINRA, Mortgage Lending, Long-term Care, Equities, Uniform Combined State..., Financial Analysis, Relationship Management, Credit, Term Life Insurance, Estate Tax Planning, Financial Modeling, 529 Plans, Private Equity, Wealth Management..., Saving for Education, 401k Rollovers, College Savings Plans, Financial Planning
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Admin - Finance
Omaha Westside 1978 — 1982
H.S. Diploma, Business Administration with Emphasis in Finance
Wells Fargo Advisors Financial Network, LLC, Member SIPC April 2009 - Present
Education
University of Missouri-Columbia 2004 — 2008
Bachelor of Science (BS), Political Science and Government
Wells Fargo Advisors Financial Network, LLC, Member SIPC May 2009 - Present
UBS 2002 - 2009
Skills
Retirement Planning, Investments, Wealth Management, Certified Financial...
Education
The Ohio State University
B.A., Economics and English
Wells Fargo Advisors Financial Network, LLC, Member SIPC January 2001 - Present
Skills
401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Guidance, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement Plan..., Retirement Planning, Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Unit Investment Trusts, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Finance, Customer Service
Education
University of South Florida 1987 — 1992
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors Financial Network, LLC, Member SIPC May 2013 - Present
Education
Indiana University-Purdue University at Indianapolis 2010 — 2013
Pima Community College 2008 — 2010