Raymond James & Associates, Inc.
Gene has been in the investment business for more than 26 years serving his clients as a financial planner. He started his career with Raymond James in 1995. Gene delivers a high level of independence, intelligence and integrity - the core values of Raymond James.
Whether assisting families, individuals or businesses, Gene remains fundamentally conservative in his approach to investing, utilizing investments designed to safeguard his clients' principal from taxes and inflation while working to enhance the overall portfolio through income generation and/or capital appreciation.
Gene earned an MBA from the University of South Florida, became a board Certified Public Accountant in Maryland in 1992 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2000. Gene also received his CHARTERED RETIREMENT PLANS SPECIALIST™ designation in 2013. He has been a member of the Raymond James Chairman's Council since 1999.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements. Chairman's Council Membership is based on prior fiscal year production. Re-qualification is required annually. Raymond James & Associates, Inc. member New York Stock Exchance/SIPC.