Location: Raleigh and / Pinehurst
Professional Focus
- Fluent in English and Spanish
Wealth Management
Retirement and Succession Planning
Business Planning for Veterinarians and Practice Owners
Awards
- 2015 A-Class Advisor of the Year
- 2015 Equitable Advisor’s Fast Start Award
Education
BS Business Management, Finance Concentration, North Carolina State University
Experience
Financial professional with Equitable Advisors since 2015
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.