
Timeline
About me
Certified Wealth Strategist® / Wealth Advisor at SeaCrest Wealth Management
Education

New york university
2007 - 2007Wealth advisor fiancial advisor
The wharton school
1999 - 2000Senior financial advisor finance and financial management services
University of south carolina - the moore school of business
1979 - 1984Bs accountingActivities and Societies: Outstanding Senior - 1984; Mortar Board Honor Society; Student Alumni Association - President; Student Government - Chief Justice of Student Supreme Court; Kappa Alpha Order; Intern to USC President; Chief Page - SC Senate (General Assembly). B.S. Accounting
Experience

Seacrest wealth management
Aug 2009 - nowCertified wealth strategist® / wealth advisorSeaCrest Wealth Management, LLC, is an employee owned, independent investment boutique with offices across the US. We are seasoned industry veterans dedicated to providing unbiased, conflict-free investment advice and management services. We offer a wide array of investment products and services to assist you in meeting your financial goals, as well as the flexibility of having your portfolio managed on a fee-based Registered Investment Advisor (RIA) platform through Schwab Institutional. Client accounts are custodied at Charles Schwab & Company Institutional. Show less
Licenses & Certifications

Certified wealth strategist
Cannon financial instituteMay 2008
Volunteer Experience
Endowment Committee
Issued by Blue Ridge Council, Boy Scouts of America on Dec 2019
Associated with Dean LivingstonTreasurer
Issued by First Presbyterian Church - Treasurer & Chair: Finance & Stewardship on Sept 2014
Associated with Dean LivingstonPresident
Issued by St. Andrew's Society of Upper South Carolina on Jan 2018
Associated with Dean LivingstonElder
Issued by First Presbyterian Church on Sept 2014
Associated with Dean LivingstonDirector/ Vice Chair/ Treasurer
Issued by First Presbyterian Church Foundation on Sept 2012
Associated with Dean LivingstonDeacon - Moderator
Issued by First Presbyterian Church on Sept 2008
Associated with Dean LivingstonDirector
Issued by 721 Ministries on Jan 2013
Associated with Dean LivingstonExecutive Board Member
Issued by BLUE RIDGE COUNCIL BOY SCOUTS OF AM ERICA on Jan 1994
Associated with Dean LivingstonEndowment Board
Issued by Blue Ridge Council, Boy Scouts of America on Jan 2020
Associated with Dean Livingston
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