As an Investment Strategist, over the past 20 years George serves as his client’s personal wealth manager by effectively managing all aspects of their financial affairs through the seamless integration and coordination of their investment, financial, tax and estate plans. He currently holds his Series 7, 63, 65 securities registrations. He is also a licensed Texas & Florida life and health insurance agent.
Before founding Four Oaks Financial, LLC, he was a Vice President, Sr. Account Executive with Fidelity Investments. Prior to that, he held investment positions with Fidelity Investments Institutional Services, Evergreen Investments and MetLife. He earned his BS in management and finance, minoring in accounting at St. John Fisher College. George lives in Lantana and loves spending time with his wife Rebecca and three children.