Vice President, Wealth Advisor at Farther
Experience
- Vice President, Wealth AdvisorFartherFeb 2023 to Present
- Financial Advisor, Senior Portfolio AdvisorMerrill Lynch Wealth Management2019 to 2023
- Associate Portfolio Manager - Watermark Capital ManagementEquitable2018 to 2019
- Director of Insurance Services, Wealth ManagementNorthwestern Mutual2013 to 2017
- Supervising Agent, Insurance SpecialistAmerican Income Life Insurance Company2011 to 2013
Education
Fordham University · Economics
West Virginia University · Accounting and Finance
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