About
Since 1994, I have been helping financial advisors evolve to higher value business models. I entered the financial services industry in 1984 as an account executive with Merrill Lynch Pierce Fenner & Smith. While in production I formed one of the first horizontal teams in 1987 and participated in focus groups that led to Merrill's first financial planning service. In 1989, I became a regional manager for Merrill Lynch Business Financial Services where I had the opportunity to train financial advisors in the areas of investment management consulting and qualified retirement plans.
In 1991, I joined Harris Bretall Sullivan and Smith as the managing director for the Southeastern US. During that time, I helped hundreds of financial advisors at Dean Witter, Kidder Peabody, Paine Webber and Prudential Securities develop their fee-based managed accounts business. In 1994, I formed Paragon Resources, one of the industry's first practice management consultancies. In that role, I coached and trained thousands of advisors in the United States and Canada in the areas of business optimization, client advocacy, practice management and team building.
In 2014, I retired from the financial services industry and became a tour guide in Atlanta.
In 1991, I joined Harris Bretall Sullivan and Smith as the managing director for the Southeastern US. During that time, I helped hundreds of financial advisors at Dean Witter, Kidder Peabody, Paine Webber and Prudential Securities develop their fee-based managed accounts business. In 1994, I formed Paragon Resources, one of the industry's first practice management consultancies. In that role, I coached and trained thousands of advisors in the United States and Canada in the areas of business optimization, client advocacy, practice management and team building.
In 2014, I retired from the financial services industry and became a tour guide in Atlanta.
