My Service Philosophy
I am dedicated to helping you achieve your financial objectives for the long term. We know that your financial situation will continue to change as your individual circumstances change. To address that, I will meet with you periodically to review your current investment needs and make necessary adjustments, whether to address a family situation or an approaching retirement. I believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that I will offer investment guidance and support that's tailored to your specific situation.
Professional Licenses and Designations
FINRA Registrations: Series 6, Series 7, Series 63, Series 66
Insurance Licenses: Life Insurance, Variable, Long-Term Care License #A133901
Educational Background
University of Florida
Bachelor of Science (BS) Journalism and Communications-Public Relations
Professional/Employment History
- 06/2016 to Present: Cetera Financial Specialists LLC
- 06/2016 to Present: Cetera Financial Advisers LLC
- 06/2016 to Present: Taxes by Tony LLC
- 09/2007 to 06/2016: Mollica & Jenson LLC
- 09/2007 to 01/2016: Cetera Financial Specialists LLC
- 09/2007 to 01/2016: Cetera Financial Advisers LLC