Wes provides over 20 years of experience advising high-net-worth individuals and families across the country. He specializes in investment management and allocation, risk management, estate planning, retirement planning and insurance.
He is a graduate of Louisiana State University with a business degree in economics. Wes also holds the Certified Investment Management Analyst℠ (CIMA®) designation from the Investments & Wealth Institute at the Wharton School of Business. He also hold the Series 7, 31, 63 and 65 securities registrations and is licensed for health and life insurance needs.
Wes lives with his wife and two children in North Buckhead. He is an active member of Peachtree Road United Methodist Church and is a volunteer coach for youth football and baseball for the Northside Youth Organization located at Chastain Park.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James is not affiliated with the above organizations and/or charitable causes.