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Advisor Overview
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Our goal is to protect and grow our clients net worth. We use a unique blend of fixed investments and securities to insure that our clients not only achieve great investment results but also have the assurance that they are protected. We value our client's goals and strive to work with them to achieve those goals, no matter how large or small. We use a holistic approach to working with clients that includes financial and estate planning. Our clients are our number one priority and we value each relationship that we have with those clients. We work for you as your partner to decide what benefits YOU, not us. |
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Experience & Disclosure
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My CRD Number:
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4086791 |
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Firm CRD Number:
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133912 |
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Work Experience:
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American Express Financial Advisors - 12/1999 - 6/2001
Moretz Financial Associates - 6/2001 - Present |
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Academic Background:
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Alexander Central High School - Taylorsville, NC
University of South Carolina - Columbia, SC
Montreat College - Charlotte, NC |
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Services
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Types of Investments:
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Managed, Stocks, Bonds, Insurance, Mutual Funds. |
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Qualifications
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Certifications, Accreditations and Designations:
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Series 7, 65 & 24 securities licenses. Life/Health, LTC/Med Supplement Insurance Licenses. |
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Number of Advisors in Office:
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5 |
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Advisor's Number of Clients:
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240 |
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Assets Managed by Advisor:
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42000000 |
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Compensation
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New Client Minimum Portfolio Size:
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25000 |
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Fee:
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1.5% |
