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As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with nearly two decades of experience, Eddie's education, expertise, and professional affiliations give him the ability to utilize a holistic...
Senior Service Specialist & Practice Coordinator
850-692-2500 x 1
We welcomed Shari to Private Wealth Management in March 2019. Prior to joining us, she worked in the financial services industry for almost 20 years as Operations Manager and has more than 30 years of management experience. Our...
850-692-2500 x 2
We welcomed Alex to Private Wealth Management and Consulting in January 2019 as a Finance Intern for the firm while she was pursuing her dual Bachelor's Degree in Finance and Marketing at Florida State University. In January 2020, she...
Jenna is responsible for the management and coordination of all marketing and events of Private Wealth Management & Consulting, LLC. This responsibility includes conducting research, maintaining contact databases, development of...
Originally from Melbourne, FL, Connor moved to Tallahassee for school to pursue a Bachelors of Economics and Finance degree. He is involved in various leadership organizations on campus such as the Student Government Association...