Our Regional Vice President’s
As a financial professional with AXA Advisors, LLC, and active member of the Charlotte, North Carolina community, I am dedicated to helping individuals and businesses build their financial futures.
To stay on top of my field and develop my professional skills, I’ve attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:
- Series 6
- Series 7
- Series 63
- Series 65
- State Life & Health license
- Long-Term Care license
- Bachelor of Science in Marketing from Clemson University
My education, experience and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I’ll consider your specific financial goals and investment objectives. Working together, we’ll formulate a strategy to help address your goals. Then, if it’s suitable, as a registered representative of AXA Advisors, LLC, I can recommend the appropriate products and services to help you execute your strategy.
Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:
- Charlotte Clemson Club
- Guys with Ties
- The ALS Association – Jim “Catfish” Hunter Chapter
My wife, Nina, and I live in the Southpark area of Charlotte.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
California Insurance License #: OL57415
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