About My Practice
Provides full service Wealth Management and Estate Planning through the financial planning process
Experience
As a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and a Chartered Financial Consultant (ChFC®), I bring over 35 years of domestic and international banking & finance experience to my fee based financial advisory practice at US Financial Services LLC. My services include but are not limited to wealth management and estate planning. Prior to joining US Financial Services, I was a Senior Financial Advisor with Ameriprise (formerly, American Express Financial Advisors) for 12 years. Prior to 1993, I was a principal of AMS Global Inc. where I facilitated the buying and selling of Latin American debt in the secondary market. From 1981 through 1986, I gained extensive international finance experience working in the Latin American divisions of European American Bank, NMB Bank, and Leslie Weinert & Co, Inc.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: NY,NJ,CT, Health/disability insurance: NY, NJ, CT, Fixed annuities, Variable annuities: NY, NJ, CT
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU
Broker-Dealer Affiliation
NFP Securities, Inc.
Broker-Dealer Disclaimer
Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC. NFP Securities, Inc is not affiliated with U.S. Financial Services, LLC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
