My primary focus as a Private Wealth Advisor is to develop a robust understanding of my clients’ current needs and long-term objectives in order to craft highly customized plans designed to make their goals a reality. To serve in this capacity, I work hard to stay current with changes in markets, tax laws, technological enhancements and regulatory matters. I also work hard to maintain a current understanding of my clients’ evolving challenges and aspirations.
As financially successful people, you and your family will eventually face a broad range of complex, multigenerational financial issues. Drawing on my own experience and the vast resources of my firm, I can help create and implement a comprehensive plan to address those challenges and maintain control of your financial life. This plan will include advice on structuring and investing your assets, and will encompass your liabilities, risk management, philanthropic objectives and even the personal dynamics of raising a family in a high net worth environment. My goal is to serve as the proactive, thoughtful advisor who can help you relax and enjoy the opportunities you have worked so hard to create. Services Include:
- Comprehensive Wealth Planning
- Investment Management
- Retirement Planning
- Asset Allocation
- Manager Selection
- Proprietary Investment Opportunities
- Sustainable and Responsible Investing
- Risk Management
- Philanthropy Management
- Concierge Services
- Family Dynamics and Wealth Education
Securities Agent: WV, MA, MO, NY, WA, VA, TX, OH, NM, NJ, NC, MI, ME, MD, IN, IL, FL, DC, CO, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 559601
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.