Wealth Advisor, Signature Wealth Strategies. Owner Trifecta Financial LLC Charlotte CFP® professional in the financial services industry for over 20 years Specialties: Working with Corporations, Families and Non-Profit Organizations in Wealth Accumulation, Wealth Preservation and Wealth ...more

Wealth Advisor, Signature Wealth Strategies. Owner Trifecta Financial LLC Charlotte CFP® professional in the financial services industry for over 20 years Specialties: Working with Corporations, Families and Non-Profit Organizations in Wealth Accumulation, Wealth Preservation and Wealth Distribution. Retirement Income Planning, Alternative Investments, Wealth Management, Estate and Legacy Planning, Charitable Gifting Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Signature Wealth Strategies and Trifecta Financial LLC are not a registered broker/dealers and are independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmless