Investments

Community Enterprise Investments, Inc.

CEII is headquartered in Pensacola, Florida and provides small business lending throughout Florida and Alabama. Our primary mission is to create and develop opportunities among low and moderate incom

First Command

Coaching those who serve in their pursuit of financial security – hasn’t really changed in the ensuing years. Our focus continues to be on building trusting Client-Advisor relationships by meeting face-to-face with servicemembers, federal employees.

Morgan Stanley

''At Morgan Stanley, diversity is an opportunity – for clients, employees and Firm. By valuing diverse perspectives, we can better serve our clients while we help employees achieve their professional objectives.

Synovus Securities

Synovus Trust Company, N.A.

Private Wealth Management, Fiduciary Services, Financial Planning, Trust Administration, Estate Administration

Wells Fargo Small & Business Banking

Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan.