Awards & Recognition

National Premier Advisor, 2012-2015.  Selection by NABCAP*

      -As seen in the Jacksonville Magazine & 904 Magazine- Top Wealth Managers & Financial Planners 

*National Association of Board Certified Advisory Practices (NABCAP): Ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order.There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.

Premier Advisors- Wells Fargo Advisors- 2011, 2012, 2013, 2014, 2015, 2016

     -The Premier Advisor designation is held by a select group of Fianncial Advisors within Wells Fargo Advisors as measured by business production, completion of education components and professionalism.