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Writing Samples

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Institutional Retail
Financial Institution Division Newsletter (.pdf) "Financial Planning for One," Worthwhile (.pdf)
Q1 2010 Capital Markets Review (.ppt) "Grave New World" (.pdf)
Investment Banking (Brochure_ (.pdf) Greenspan's Bubbles," Worthwhile (.pdf)
Merger & Acquisitions White Paper (.pdf) Power of Raymond James (Brochure) (.pdf)
Asset Allocation (.pdf) Rational Investing (.ppt)
  Restricted Stock Fact Sheet (.pdf)
  Fixed Income Fact Fact Sheet (.pdf)
  Understanding Annuities (.pdf)
  Fixed Income White Paper (.pdf)
Advisor  Internal
Building Referrals through COIs (.pdf)  Corporate Connection (Spring/Summer) (.pdf)
Understanding Cost Basis (.doc)  Corporate Connection (Fall/Winter) (.pdf)
Retirement Solutions Newsletter (.pdf)