As an Executive Director at Morgan Stanley I have over two decades of experience in the financial industry. Working with me means you have access to all of the tools and resources that the global reach of Morgan Stanley can provide. Some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices will be at your fingertips.
Throughout my career I have focused on institutional fixed income for banks, insurance companies and money managers. Most recently my focus has turned to high net worth individuals across most asset classes. My strategy seeks to enhance overall returns versus respective benchmarks while establishing a clear plan to help clients reach their goals.
Although not originally from Houston, I have spent most of my adult life here. I attended the University of Houston where I received a BBA and University of St. Thomas receiving an MBA in Finance. Having done many triathlons and marathons over the years, I continue to enjoy running.
Services Include
- Asset Management
- Corporate Pension Funds
- Corporations
- Endowments and FoundationsFootnote2
- Philanthropic Services
Securities Agent: WA, KY, SC, OR, IL, FL, CO, CA, AZ, NY, CT, UT, OK, NJ, MI, LA, WV, MA, MO, IN, MS, NV, TN, GA, AL, TX, OH, NC, VA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1674813