Position:
Financial Advisor at Stewart, Stewart & Associates, a financial advisory practice with Ameriprise Financial Services
Work:
Stewart, Stewart & Associates, a financial advisory practice with Ameriprise Financial Services
- Orlando, Florida Area since Jun 2012
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Financial Advisor
Schwab Private Client Investment Advisory, Inc.
- Orlando, Florida Area Jan 2012 - Jun 2012
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Portfolio Consultant
Charles Schwab
- Orlando, Florida Area May 2009 - Dec 2011
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Portfolio Consultant
Bank of New York Mellon
Feb 2005 - May 2009
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Assistant Manager
A.G. Edwards & Sons, Inc.
Aug 1999 - Feb 2005
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Financial Consultant
Self Employed
Aug 1995 - Nov 1998
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Political Strategist
US Navy
Nov 1992 - Nov 1994
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Propulsion Engineer
Education:
Rollins College - Crummer Graduate School of Business 2006 - 2008
University of Central Florida 2001 - 2002
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
General Securities Representative, Financial Industry Regulatory Authority
Investment Adviser Representative, Financial Industry Regulatory Authority
Life Insurance Agent, Florida Department of Financial Services