I am a "reformed" ex-financial adviser who made a career change into healthcare for both practical and altruistic reasons. I have over 15 years of past experience in wealth management. During my previous career I specialized in overall portfolio management and relationship management for ultra-wealthy clients. Prior to voluntarily walking away from a very successful but ultimately unfulfilled career, I co-managed a book of business totaling approximately $1.2 billion AUM including stocks, bonds, mutual funds, hedged funds and private equity funds for a private trust company.
However, after a close family member passed away in 2011 I did some deep soul searching and decided to leave the wealth management business in 1012 for a career in healthcare. From an altruistic standpoint, I believe that I can have a more meaningful impact on society in the healthcare field as a clinician. Also, from a more pragmatic standpoint, I believe that disruptive technology will have less of an impact on careers such as physicians, physicians assistants and nurse practitioners; these types of careers are hard to automate for a number of reasons beyond the scope of this bio.
Now that I have successfully completed my career transition into healthcare I would like to leverage my years of financial experience to keep individuals informed and entertained. I would be doing this research for myself so why not write about it in an open forum like Seeking Alpha. Thanks for reading my profile and I hope that you enjoy my articles.
Education:• B.A., Political Science from Valdosta State University (2000) • MBA, University of Georgia (2010) • BSN, Mercer University (2015)
I love staying informed of local & foreign news, managing my savings & investments, taking care of my cats, watching TV to relax, and playing computer games. Work takes up an immense amount of my time. Saving and investing is an interest, hobby, and obsession of mine. I favor value and dividends, and seek to find the best mutual funds, ETFs, and individual stocks to invest in. Current individual stock holdings: JNJ (Johnson & Johnson), AMGN (Amgen), MDT (Medtronic), ABT (Abbott Laboratories), MMM (3M), HON (Honeywell), UTX (United Technologies), BA (Boeing), GD (General Dynamics), RTN (Raytheon), OA (Orbital ATK), EMR (Emerson Electric), ETN (Eaton), ITW (Illinois Tool Works), PH (Parker-Hannifin), DOV (Dover), CR (Crane), ITT (ITT), SWK (Stanley Black & Decker), CMI (Cummins), ROK (Rockwell Automation), GLW (Corning), DCI (Donaldson), CLC (Clarcor), CAT (Caterpillar), DE (Deere), OSK (Oshkosh), TRN (Trinity Industries), MSA (MSA Safety), ADM (Archer-Daniels-Midland), FLO (Flowers Foods), VFC (V.F. Corporation), LEG (Leggett & Platt), PII (Polaris Industries), THO (Thor Industries), LYB (LyondellBasell Industries), WLK (Westlake Chemical), INTC (Intel), QCOM (Qualcomm), TXN (Texas Instruments), TEL (TE Connectivity), LLTC (Linear Technology), CSCO (Cisco), PB (Prosperity Bancshares), CFR (Cullen/Frost Bankers), CBSH (Commerce Bancshares), CBU (Community Bank System), OZRK (Bank of the Ozarks), GBCI (Glacier Bancorp). And I'm researching many other interesting candidates. Current Strategy: Favor adding to individual holdings versus broad funds, as market is not cheap but certain companies are or have significant long-term value.
I became an active investor when the market bottomed. Over the course of a year I changed the nature of my retirement accounts from mutual funds - held in an IRA and 401(k) - to stocks in a self-directed brokerage account. Thanks to a lot of CNBC watching and reading many insightful and educational articles on this website I'm doing very well and do also manage my husband's and my sister's retirement accounts.