Background
I am a Wealth Regional Director for Truist Wealth in the West Florida region, with more than 25 years of experience working with clients and leading a team of advisors and teammates. I have continued to grow my team and instill in them the passion to deliver comprehensive advice to our clients to help them meet their evolving goals and priorities.
While working with them to deliver our clients collaborative, innovative strategies across our Truist Wealth Enterprise to grow, protect, manage, and, ultimately, transfer their wealth, I encourage my team to make a positive impact in the lives of both our clients and the communities in which we all serve.
Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
I have been active in the Pinellas County community as a volunteer and member of several organizations. I enjoy participating in local 5Ks to support local charities. Recently “bitten” by my daughter’s sailing passion, I have taken up windsurfing and volunteer with and serve as a member of the Clearwater Community Sailing Center, coupling my volunteer activity with spending time with my daughter. Over the last 10 plus years, I have coordinated and participated in countless Corporate Lighthouse Projects impacting thousands of lives throughout our West Florida region.
