
Timeline
About me
Passionate about simplifying clients lives - Financial Advisor with Raymond James
Education

Auburn university
-Bachelor of science (bs) business and economicsAt Auburn my studies included coursework on macoeconomics, microeconomics, accounting, finance, marketing, business ownership, and ethics. Auburn holds a special place in my life, and I continue to maintain relationships there as my family lives close by at Lake Martin.
Experience

Raymond james
May 2016 - Jul 2016Municipal bond trading - intern- Analyzed municipal market data and priced deliverables using Bloomberg terminals- Assisted in select bond deals from issuance to sale; working with issuers, bankers, underwriters, traders, institutional salespeople, and financial advisors- Communicated with brokers to document and process orders- Constructed excel directories utilizing commercial software

Young's plant farm, inc.
Sept 2018 - Dec 2018Supply chain apprentice- Assisted in every stage of the supply chain of annuals and perennials through interfacing with cutting-edge machinery and software, documented inventory

Mclean presbyterian church
Jul 2019 - Sept 2023Assistant director- Create and track project budgets to completion while aiding in fundraising efforts- Manage the recruitment, training, and workload of volunteers to foster community development- Utilize software to assess volunteer engagement with participants and pinpoint areas of growth- Coordinate with local nonprofits to provide resources to hundreds of underprivileged students, single parents, and high-risk families- Lead retreats and service trips ranging from 20-45 participants- Conduct crisis interventions to ensure students’ physical safety and mental health- Motivate and inspire youth by creating a challenging and engaging environment for them to become impactful future leaders and life-long learners Show less

Mjbc llc
Mar 2022 - nowProperty manager- Implemented new CRM to link channels, process invoices, and track bookings reducing overhead by 100%- Rebuilt company website to process inquiries and synthesize availability calendar across VRBO and other sites- Integrated QuickBooks Online to streamline accounting system

Raymond james
Sept 2023 - nowFinancial advisorRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC Show less
Licenses & Certifications

Series 66
Finra
Series 7
Finra- View certificate

Aams
Kaplan test prepJul 2024
Volunteer Experience
Volunteer
Issued by American Heart Association
Associated with Mitchell NordstromVolunteer Firefighter
Issued by Southwest Fire Authoirty on Aug 2016
Associated with Mitchell NordstromLeader
Issued by Young Life on Jan 2014
Associated with Mitchell Nordstrom
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