I've been in the finance industry for over a decade helping families and businesses navigate important investment decisions so they have confidence in their future; it's what I'm passionate about. Morgan Institutional Investments. My education includes a bachelor's degree in political science from the University of Central Florida. I was honored to be included on UCF Alumni's "30 under 30" list in
2020. I am also a CERTIFIED FINANCIAL PLANNER™ professional. In my spare time, I enjoy travelling with my wife Sarah and our son Theodore. We also enjoy doing community service work through UCF Alumni and HOPE Helps. When we're not travelling or volunteering in the community, we also enjoy many outdoor activities, watching sports and exploring local craft breweries. Central Florida is an amazing place to live and work. As a financial advisor, I believe it’s imperative to invest my time understanding what's most important to you and your family or business. We then use our established process to build personalized strategies to help you reach your goals. I'm dedicated to partnering together throughout your life to help you stay on track. We also work closely with your CPA, attorney and other professionals in making sure we continue to meet your financial needs. I would like to provide answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. Feel free to email me at: [email protected]
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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