Alan started his career at Morgan Stanley (formerly Smith Barney) in 1987. He has built a successful wealth management business serving clients all over the country. Alan focuses on client relationships and intergenerational planning. He believes "The client comes first, always." After over 35 years, Alan's clients have become like family, and helping them achieve their financial goals is his mission.
Alan is a strong advocate of financial literacy, especially among the young, and was awarded the President's Volunteer Service Award in 2008 by President Bush, which recognized people from around the country for their volunteer work in the community.
Services Include
- Wealth Management
- 401(k) Rollovers
- 529 Plans
- Cash Management
- Certificates of Deposit
- Corporate Bonds
- Estate Planning Strategies
- Exchange Traded Funds
- Financial Planning
- Fixed Income
- Lending Products
- Municipal Bonds
- Planning for Education Funding
- Retirement Planning
Securities Agent: RI, GA, NC, IL, MI, MD, FL, AZ, WA, CT, AR, WI, VA, TX, PA, NY, ID, SC, IN, CO, CA, TN, OR, MN, AL, NH, MA, DE, MT; General Securities Representative; Investment Advisor Representative
NMLS#: 1268465