George, Jr. has coached, counseled, and guided clients for over two decades. He has worked with large financial firms as well as his current independent financial firm. George’s experience in the financial advisory business goes back over 25 years, working for major financial institutions such as Merrill Lynch, First Union, Transamerica and ING.
As a recognized Chartered Retirement Planning Counselor, George understands the unique sets of challenges and opportunities that you face on a daily basis. He has developed a reputation for his expertise in listening, developing strong relationships, and focused custom financial leadership for your future. His focus as an unbiased wealth consultant is laser sharp on your exact life situation with its unique financial solutions to accumulate and protect your wealth. Cash flow is the life line to financial freedom and a priority in the wealth planning and management process.
Prior to his career in financial services, George served as a business expansion consultant for non-profit organizations. He holds a B.S. in Systems Science and in Math from the University of West Florida and a M.A. in Religion from Park College. He holds NASD Series 7, 63 and 65 licenses as well as insurance licensed. He is a Chartered Retirement Planning Counselor and has completed the Weyhill Advanced Coaching Program. George has experience as a coach and consultant to financial advisors and business owners for best practice implementation and effectiveness. George has earned many awards for excellence and outstanding achievement throughout his financial career.
In his spare time, George enjoys hunting and fishing, and spending quality time with his three children and four grandchildren. He resides in Bay Minette, Alabama with his wife, Sharon.