Senior Vice President–Wealth Management
Financial Advisor
Bachelor's Degree Lamar University
2007-2015 Morgan Stanley Smith Barney
2015-Present UBS Financial Services
Series 7, 31, & 66
Education
Senior Wealth Strategy Associate
Bachelor's Degree New Mexico St. University
1979-1986 Merrill Lynch
1986-1995 Rotan Mosle/Paine Webber
1995-2015 Morgan Stanley Smith Barney
2015-Present UBS
Series 3, 7 & 65
Insurance Licensed
Education
Senior Client Associate
Bachelor's Degree Sam Houston St. University
2003-2015 Morgan Stanley Smith Barney
2015-Present UBS
Series 7 & 66
Education