First Vice President - Investments

Address: 5801 Pelican Bay Boulevard, Suite 200, Naples, FL 34108
Phone: 239-254-2227 | 800-237-6141    Fax: 239-254-7692

My Background

My Associate(s): Cindy Armstrong, Client Associate

My Experience

  • 2009 - Present: First Vice President - Investments, Wells Fargo Advisors
  • 2008 - 2009: Assistant Manager, Wachovia Securities
  • 2002 - 2008: Financial Consultant, A.G. Edwards & Sons

My Education & Credentials

  • Connecticut College, BA
Securities Registered in the following states: CA, CO, CT, DE, FL, MA, MD, NH, NJ, NY, OR, PA, RI, TX, WI
Insurance licensed in the following states: FL, MA, PA, RI
STREETER HOLDEN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Florida: Naples Branch