If you are like many of our successful clients, you are finding life increasingly more complicated. Success seems to bring with it more financial decisions and issues, and requires more of your time. It is easy to lose sight of your goals when you are plowing through piles of paper and details.
The CREATIVE Financial Group is one of the region’s largest financial services firms. With over four decades of experience, we have a history of helping our clients achieve personal financial goals.
- BSM, Cum Laude, Finance & Spanish, Tulane University, New Orleans, Louisiana
- Universidad de Sevilla, Seville, Spain
- The American College, Bryn Mawr, Pennsylvania
- Series 7,66 Securities Registration
- McNew Pelican Hedge Fund, EUR/USD Foreign Exchange Currency Trader, New Orleans, LA
- Management Development Program, MBNA America, Wilmington, DE
- Vice President, Marketing Strategies, Bank of America, Wilmington, DE
- Registered Representative, MML Investors Services
- Investment adviser Representative, MML Investors Services