Hire the Best Financial Writers in Florida

Profile * Certified Valuation Analyst (CVA), certified with the National Association of Certified Valuation Analysts (NACVA) since September of 2014. * I write well-written, accurate and thorough business valuation reports for gift tax, estate, mergers & acquisitions, divorce and other scenarios. I have experience with complex international/multi-jurisdictional valuations as well as relatively simple "what's my small business worth" engagements. * Much of my work -- gift tax, estate, charitable contributions of a business, etc. -- has been reviewed by the IRS and my work has yet to be challenged even once by the agency. * Expert witness on matters pertaining to business valuation (divorce, partnership disputes, etc.), IP valuation, IP infringement, business damages/lost profits, etc. * Past clients include Westinghouse, Honeywell and Alpine Global Partners. * Aside from U.S. clients, I have served clients in many other countries, including Mexico, Canada, Japan, France, Belgium, and Nigeria. * Bestselling author of The Einstein of Money (biography of the life and methods of value investing pioneer Benjamin Graham, for which I interviewed Warren Buffett and other renowned value investors), A Brief History of Entrepreneurship (endorsed by business guru Brian Tracy), and co-author of From Lifeguard to Sun King, the biography of the founder of the Banana Boat sun care brand.

I am a native English speaker who does a lot of writing for my own blog and also for others who need an article related to their niche.

Former institutional trader, investment publishing executive, and financial content strategist helping financial firms communicate complex ideas with clarity. Over the past 20+ years, I have partnered with RIAs, retirement-focused firms, investment managers, financial publishers, and financial technology companies to create thought leadership, white papers, case studies, market commentary, retirement content, educational resources, executive bylines, newsletters, and website content. My background extends beyond writing alone. Prior to launching my content and consulting practice, I worked in institutional trading, investment publishing, financial media, and financial services. That experience provides a practical understanding of financial markets, investing, retirement planning, capital markets, and the issues that matter most to investors, advisors, and financial firms. My work has appeared through organizations including Investopedia, Zacks Investment Research, Oak Harvest Financial Group, Eaton Vance, Xignite, Spencer Trask, and numerous financial services, investment management, and technology firms. Areas of focus include retirement planning, retirement income, investment management, financial markets, investing, advisor education, financial thought leadership, capital markets, executive ghostwriting, fintech, and market data. Whether the objective is educating investors, supporting advisors, strengthening a firm's brand, or positioning executives as industry thought leaders, I focus on translating complex financial concepts into content that is accurate, credible, engaging, and useful.

I’m a business and marketing writer with an MBA in Marketing and a background in professional writing, research, and ghostwriting. I also write fantasy and science fiction books under a pen name. I help entrepreneurs, professionals, and organizations turn ideas, interviews, and rough drafts into clear, engaging content that sounds natural and serves a purpose. My specialties include ghostwriting, business writing, thought leadership, marketing content, editing, and long-form projects. I’m reliable, detail-oriented, and focused on capturing each client’s voice while delivering polished work that connects with the right audience.

The essence of communication is to properly exchange ideas and information. That is where I can help. I am a professional writer, editor and successful entrepreneur who has the necessary communication skills to develop, create and present your thoughts, ideas and information in the most purposeful manner with the utmost professionalism. Additionally, I can provide expert voice over results for your projects. Having a friendly voice that speaks with authority. Lastly, I have over three decades in Accounting and Operations Management in the Financial Services Industry as well as Accounting Management for three nationwide law firms. Experience in Data Analytics, KPI Metrics and Financial Reporting along with business writing.

I am an Institutional Investor-ranked, CFA-credentialed financial analyst with 25 years of Wall Street experience. I have written numerous reports on companies spanning various industries and have prepared detailed three-statement projection models for those companies. In addition, I am proficient in creating PowerPoint presentations slides and using the Microsoft suite of applications.