Plan Sponsor Retirement professional
As a professional Financial Advisor, I am committed to providing my clients the highest level of education, investment counsel and personal service.
After serving as a career Naval Officer for 25 years, I entered the financial services industry in 1993 when I joined Merrill Lynch as a Financial Consultant. After years of training and obtaining the Professional designation of Certified Financial Manager; I departed Merrill Lynch in 1999 to start my own company named High Mark Securities. As President and CEO of High Mark, I moved the company to Lakeland, FL and completed a successful merger into an already existing Advisory distribution network within the state of Florida.
The advisors at Eleven Atlantic work with a group of Tax Attorneys, Accountants, CPA’s and other advisors to provide a comprehensive oversight of your financial affairs. Our work is “needs based” upon what your particular objectives are.
WE LISTEN and strive every day to meet or exceed your total financial needs. Hence the name; Eleven Atlantic, LLC – striving to “consistently exceed expectations.”
I work with a diverse group of individuals and families; they are business owners, utilities workers, teachers, parents, widows/widowers, retirees and savers. If that sounds like you, let’s talk.
442 3rd St.
Neptune Beach, FL 32266