In today’s ever-changing world, careful planning and sound investment advice are more important than ever. Having an attentive and knowledgeable advisory team on your side can empower you to make more informed and confident decisions about your finances and your future.
As a Portfolio Management Director and seasoned Financial Advisor, I combine two valuable skills: the ability to educate you about the investment markets without industry jargon and the insights to build a detailed financial plan that aligns your goals with the solutions needed to achieve them.
The work Corrie and I do is completely tailored. We listen carefully to understand what is important to you and your family, as we get to know you as an individual. We then develop a comprehensive set of strategies so you can enjoy your wealth without worry. In addition, we tap into the global resources and intellectual capital of Morgan Stanley to deliver forward-thinking recommendations designed to strengthen the financial independence you've worked your whole life to achieve.
We are proud of the high level of service we provide each client and welcome the opportunity to deliver this same level of excellence to you and your family.
Services Include
- Financial Planning
- Wealth Management
- Retirement Planning
- Planning for Education Funding
- Estate Planning Strategies
- Professional Portfolio Management
- Cash Management and Lending ProductsFootnote7
- Long Term Care Insurance
- Trust Accounts
- 401(k) Rollovers
- Annuities
- Life Insurance
Securities Agent: WA, AR, GA, WV, UT, TX, TN, MD, KY, ID, MS, SC, NY, IN, AL, NE, FL, DC, CO, VA, PA, NM, MA, LA, CT, AZ, OR, NV, MI, RI, ME, KS, CA, OH, NJ, NC, HI, WI, MO; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1301135