Gavin started his career in the finance industry in 2013 as a Transfer Agent at Franklin Templeton where he worked on vast spectrum of different accounts, such as, 529s, ROTH and Traditional IRAs, and Trust accounts. He then moved to their National Accounts where he assisted with sales process on the firm level.
Gavin handles client inquiries, processing paperwork, and enjoys providing an exemplary customer service experience.
Gavin is originally from Virginia and relocated to Florida in 2012. He enjoys going to the beach and playing guitar in his free time.