Our Qualifications

We prosper by helping you prosper. That simple fact is at the center of everything we do. We listen and respond to your financial needs. We have the knowlege and resources to help you take control of our financial future.

When you select us as your financial advisor, we realize you have chosen us over scores of alternatives in a highly competitive industry. We will work hard to earn your trust each time we serve you.

We use our extensive personal and professional experience in all areas of financial planning to help you pursue your goals. We hold multiple professional registrations such as Series 7, Series 63, Series 65, Life and Health licenses, and Long Term Care licenses to name a few. We are registered to provide a variety of financial products and services. Wachovia Securities operates a nationwide network of retail offices, a system of in-bank financial services, and fully-disclosed clearing services.

Wachovia Securities is a non-bank affiliate of Wachovia Corporation and the fourth-largest bank holding company in America by assets.

We thank you for visiting our site and we look forward to speaking with you.