Specialties
CFP, Certified Financial Planning, IRA, pension, retirement, ROTH, estate planning, insurance, stocks, bonds, mutual funds, bonds, CD's, municipal bonds, corporate bonds, ETF, planning,
History
At Sterne Agee, our mission is to build wealth for our clients. By partnering with an experienced, knowledgeable Financial Advisor and using state-of-the-art research technology, we strive to make you confident in the investment decisions you make today - and in the years to come. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.