Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment

ID: 735949 Georgia, USA

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In the financial services industry since 2003 specializing in Wealth Management, Financial Planning, Risk Analysis, and Tax Sensitive Investment.




Education

Year Degree Subject Institution
Year: 2003 Degree: BA Subject: Finance Institution: University of Georgia

Work History

Years Employer Title Department
Years: 2017 to Present Employer: Undisclosed Title: Managing Director Department: Wealth Management
Responsibilities:
As of September 2019, managed over $4 billion in corporate and individual assets. Expert has provided tailored financial advice and personalized service since 2003. His clientele is comprised of affluent individuals and families, corporate executives, successful business owners, and non-profit organizations who value the customized planning, professionalism, and resources that his team provides.
Years Employer Title Department
Years: 2005 to 2017 Employer: Merrill Lynch Title: Vice President, Senior Financial Advisor Department: Wealth Management
Responsibilities:
Years Employer Title Department
Years: 2003 to 2005 Employer: Smith Barney Title: Stock Options Trader Department: Corporate Client Services
Responsibilities:

Career Accomplishments

Licenses / Certifications
Series 7 - General Securities Representative Examination (2004), Series 66 - Uniform Combined State Law Examination (2004), Life, Variable, Accident, and Sickness Insurance Agent License (2005), Certified Financial Manager - CFM (2005), Certified Special Needs Advisor - CSNA (2007)

Fields of Expertise

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