George joined our group in 2016, bringing 24 years of experience in the financial services industry and tax background. While he has helped many clients with wealth accumulation and wealth management, he feels his greatest accomplishment is helping those clients leave a legacy. George has helped many clients looking to give back through their church, a school they attended or charity that is near and dear to them. After earning his Bachelors in Accounting from Jacksonville State University, he moved to Louisiana to work for a boutique public accounting firm. George holds Series 7, Series 24, Series 63, Series 66 with LPL Financial and Florida Health, Life and Variable Annuity licenses.
George and his wife have two grown children that live in the area, also. When he is not working, George and Ivette are usually engaged in some outdoor activity, preferably cycling.
Waddell & Reed is not affiliated with any other entities referenced. Waddell & Reed does not offer tax or legal advice. 07/19