As President of Equity Development Corporation and a Registered Principal of LPL Financial. I will personally manage your portfolio investments, monitor the market for potential impact on your investments, facilitate estate and tax planning, and reallocate your portfolio based on market changes or changes in your objectives or investment goals.
In order to do what I love doing—helping all of you with strategies that seek to help you retire and stay retired with a standard of living that you enjoy—I have assembled a team of knowledgeable professionals to better serve your needs. Many of my phone calls are routed to a team member and that individual will either handle your request or give it to our Operations Manager, Marti Haygood. Marti is a Registered Administrative Associate with LPL Financial. And if she cannot handle your request, she will give it to me.