My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
The Modern Heritage Group has been named to the Forbes Best-In-State Wealth Management Teams in 2023 & 2024 and utilizes their years of experience as well as the vast global resources of Morgan Stanley, to provide customized and comprehensive solutions to meet your wealth management needs.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/2022-3/31/2023.
Services Include
- Wealth Management
- Financial Planning
- Asset Management
- Professional Portfolio Management
- Sustainable Investing
- Alternative Investments
- Retirement Planning
- Wealth Planning
- Estate Planning Strategies
- Trust Services
- Philanthropic Management
- Life Insurance
- Cash Management and Lending ProductsFootnote12
- Corporate Retirement Plans
- Corporate Pension Plans
Securities Agent: MO, VI, MI, MN, VA, WA, OH, DC, AR, MA, MD, NY, PA, GA, IA, KS, OR, VT, TN, NH, NM, WI, NV, NJ, NC, DE, AL, CA, SC, TX, ME, IL, FL, AZ, CO, CT, HI, RI; General Securities Representative; Investment Advisor Representative
NMLS#: 1255753