About My Practice
As your financial advisor, I strive to lead my clients through life’s transitions and to bridge the gap between financial challenges and aspirations.
My wealth advisory practice serves as the intersection between my clients objectives and goals and the best in class money management and financial planning solutions at Morgan Stanley. I can offer you a disciplined, detail oriented, & client driven approach towards developing and executing on a customized financial strategy. As a CFP® and Finance MBA with over 15 years of experience in the financial services industry, I focus my education, training, and experience on understanding your financial, professional, and life aspirations and ultimately how to accomplish them. Carpe Diem – Seize the day and let’s begin planning for your future!
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 31, 63, 65
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - CDFA
Morgan Stanley Smith Barney
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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