
Timeline
About me
Senior Vice President, Senior Financial Advisor
Education

University of north carolina at chapel hill
2003 - 2007Bachelor's degree
Experience

Merrill lynch wealth management
Sept 2007 - nowSenior financial advisor, vice president
Licenses & Certifications

Personal investment advisor
Merrill lynch internalJun 2014
Volunteer Experience
Volunteer
Issued by Past Treasurer Dreams Come True Horizon Board
Associated with Nick CourtneyVolunteer
Issued by Past Treasurer Young Life of Jacksonville
Associated with Nick CourtneyVolunteer
Issued by Past Director Meninak Club of Jacksonville
Associated with Nick CourtneyVolunteer
Issued by Past Chairman The Jacksonville Childrens Chorus
Associated with Nick CourtneyVolunteer
Issued by JAX MVP Class of 2017
Associated with Nick CourtneyVolunteer
Issued by St. Johns Country Day School Trustee
Associated with Nick Courtney
Languages
- enEnglish
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