Resumes
Resumes
Financial Advisor At Merrill Lynch
View pagePosition:
Financial Advisor at Merrill Lynch
Location:
Savannah, Georgia
Industry:
Financial Services
Work:
Merrill Lynch since 2009
Financial Advisor
Morgan Stanley Smith Barney 2007 - 2009
Financial Advisor
Savannah State University Aug 1982 - May 2005
Regents Distinguished Professor of Marketing
Georgia Southern University Sep 1978 - Sep 1982
Assistant Professor of Marketing
Financial Advisor
Morgan Stanley Smith Barney 2007 - 2009
Financial Advisor
Savannah State University Aug 1982 - May 2005
Regents Distinguished Professor of Marketing
Georgia Southern University Sep 1978 - Sep 1982
Assistant Professor of Marketing
Education:
The University of Georgia 1975 - 1980
PhD, Marketing and Finance; Business Administration University of Rochester 1970 - 1975
BA, MBA, Economics, Finance and Marketing. Pennsbury High School
PhD, Marketing and Finance; Business Administration University of Rochester 1970 - 1975
BA, MBA, Economics, Finance and Marketing. Pennsbury High School
Skills:
Retirement Planning
401k Rollovers
Retirement Income Strategies
Business Succession Planning
Qualified Retirement Plans
Estate Planning
Financial Planning
Investments
Insurance
Strategic Financial Planning
Succession Planning
Portfolio Management
Wealth Management
Retirement
Investment Strategies
Investment Advisory
Entrepreneurship
Management
401k Rollovers
Retirement Income Strategies
Business Succession Planning
Qualified Retirement Plans
Estate Planning
Financial Planning
Investments
Insurance
Strategic Financial Planning
Succession Planning
Portfolio Management
Wealth Management
Retirement
Investment Strategies
Investment Advisory
Entrepreneurship
Management
Interests:
The activities I love the most are the ones that I do with my family (two grown sons and husband). We love to go boating and fishing. We love live music. We also love to talk about politics and economics. Lately we talk about investing for our futures -- theirs and ours. We all understand the benefits and sacrifices of an entrepreneurial and professional career.
Honor & Awards:
Distinguished Professor, Savannah State University,1999-2000. Marketing Educator of the Year, Georgia Association of Marketing Educators, 1999.
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning