Our Qualifications
Experience
Since 2000, I've been advising and assisting clients in the Raleigh area, working at UBS PaineWebber, AIG Royal Alliance Associates, and presently with Wright Financial Services, LLC. I am a Financial Advisor who specialize in Retirement and College Planning Services, and a Registered Representative with Questar Capital Corporation. I hold Series 7, 63, and 65 securities licenses in North Carolina, Minnesota, Wisconsin, and California. In addition, I hold Life and Health, and Long Term Care licenses in North Carolina and California.
Professional Client Services
You can be assured that as your Financial Advisor, I will strive to provide professional client service. Furthermore, you will be treated with respect, concern, and confidentiality at all times. I am committed to taking the time to listen to your needs and provide prudent strategies to help you meet your long term goals.
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