I am a financial advisor at Edward Jones Investments serving individual investors and businesses; focusing on solutions for business owners, executives, retirees and nonprofits. I served as an institutional consultant in the Institutional Consulting Services group at Raymond James Financial in St. Petersburg, FL. In this role, I reviewed and developed Investment Policy Statements (IPS), developed investment recommendations and worked on Request for Proposals (RFPs) for nonprofits.
Prior to joining the Institutional Consulting team, I served as an institutional research analyst on a team responsible for guiding the asset allocation policy for Raymond James' discretionary (Freedom) portfolios. I have been in the financial services business since 1997. Prior to returning to Raymond James in 2003, I spent four years at Prudential Securities in New York City, where I last served as associate vice president.
I earned a master of business administration (MBA) from the University of Tampa, Tampa, FL, in 2003.
I am currently a board member of the Spurlino YMCA, Rotary of FishHawk/Riverview and the Ruskin Firehouse Cultural Center. I am a member of Better Living for Seniors and involved in local youth organizations.
I am married with a daughter attending Pace University in New York who has a passion for the arts and a son who is a student athlete in his senior year in high school. I originally moved to the Tampa Bay area in 1992 and my family and I have lived and played in the Riverview community since 2004.
Office Address10657 Big Bend Rd
Riverview, FL 33578 opens in a new window
Phone NumberGabriel Mbulo at (813) 319-3983
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