Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Investment

Houston, Texas

October 1998 - Present

Accomplishments

  • Pacesetter Club Level Award, UBS Financial Services Inc.
  • Senior Retirement Plan Consultant

Education

  • B. S. Business , University of Mississippi, 1990

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Law
  • Series 65, Investment Advisor Representative
  • General Lines Agent - Life, Accident, Health & HMO

Personal & Community

  • Houston Livestock Show and Rodeo - Member and Volunteer
  • Husband and Father of three children

Registered States:

AR, CA, CO, DC, DE, FL, IL, IN, KS, MA, NC, NV, OK, TN, TX