NAME is the President and Founder of COMPANY. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. NAME specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.
NAME’s has 20-plus years of experience with a global certified public accounting (CPA) firm, a large private bank, and large broker-dealer. (COMPANY, COMPANY, COMPANY). NAME earned a Bachelor of Science degree in Finance and a Master of Accounting degree (MAcc). He also holds a CPA license and is a Certified Financial Planner (CFP). His CPA credentials help the team manage portfolios in a highly tax-efficient manner.
In his spare time, NAME loves spending time with family and friends. He enjoys skiing, fly fishing and the great outdoors.
Hammond Asset Management LLC is a registered investment adviser in the state of Florida. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.