Whether you are a current client, future client or are just clicking through, there is plenty of information you will find useful. Take some time to learn more about my distinctive wealth planning practice. You will gain insight into how customized wealth planning strategies can be implemented to help you meet and potentially exceed your unique financial goals. While you are here also take advantage of Morgan Stanley’s intellectual capital by reading updated analyses on the ever changing economic, political, and social landscape. Thank you again to my current clients for your continued loyalty and trust. For future clients, I look forward to earning yours.
Education:
Univ. of Massachusetts - Amherst BA Economics
Univ. of Siena, Siena, Italy - International Business Studies
Wharton School of Business - Investment Consultant's Program
Experience:
1995 - Present: Morgan Stanley
Services Include
- Wealth Consulting
- Wealth Management
- Alternative Investments
- 401(k) Rollovers
- Professional Portfolio Management
- Financial Planning
Securities Agent: WV, MA, MT, HI, TX, OH, CO, VT, NY, DE, VA, PA, FL, SC, NV, IL, CA, AZ, AK, WA, UT, NC, OR, TN, MD; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285100