Professional Affiliations

  • Financial Planning Association - 1998,1999 Jacksonville Past Presidents
  • Society for Financial Services Professionals - Estate Planning Section
  • American Bar Association - Tax; Business Law; and Real Property, Probate, and Trust Sections
  • American Association of Attorney-Certified Public Accountants
  • American Institute of Certified Public Accountants - Tax and Personal Financial Planning Sections
  • Florida Institute of Certified Public Accountants
  • Northeast Florida Estate Planning Council




Bull & Bear Capital Advisors
6817 Southpoint Parkway, Suite 1003  ·  Jacksonville, Florida 32216
phone: 904.363.3600

Securities offered through Bull & Bear Brokerage Services, Inc., Member MSRB, NASD, SIPC.