CONNECT

Address:

2338 South 8th Street
Fernandina Beach, FL 32034

Phone:

(904) 305-2608

Account Access

Access to accounts held at SEI. You will need your username and password.

  

 

 

If you are unable to contact me and need help because I have been hit by the proverbial bus or stepped off the edge of the earth you have a number of options:

1. I have a home office in Suffolk, VA with people willing and able to help you. This would be your first option for help. Call them at 757-809-4708

2. SEI account information and help, Tel: 610-676-1000

3. Morningstar help, Tel: 877-626-3227

 

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Check the background of this financial professional on FINRA's BrokerCheck