Signature Wealth Strategies is a wealth management firm that specializes in financial planning, investment & risk management in Winston Salem, Lewisville, & Clemmons.
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As a Senior Wealth Advisor, I feel that financial planning doesn't need to be complex. I pride myself on my ability to make planning and investing easy to understand and implement for clients. I have more than 20 years of experience in the financial services industry. I started my career in 2000 with Edward Jones and made a move to BB&T in 2005. In 2021 I established my practice alongside Signature Wealth Group and Raymond James Financial Services to provide a higher level of service and a more comprehensive wealth management experience for my clients. I hold Series 7, 63, and 65 registrations.