Wally has been an Independent Advisor since the 1970’s. He is a Certified Financial Planner, CLU, past President of the Pinellas County Estate Planning Council and a former Pinellas County School Board Member.
Wally has been an Independent Advisor since the 1970’s. He is a Certified Financial Planner, CLU, past President of the Pinellas County Estate Planning Council and a former Pinellas County School Board Member.