With over 40 years of experience working with clients and managing portfolios, I am a financial advisor that brings experience and knowledge to the table. I am a Senior Vice President and Portfolio Manager at Morgan Stanley concentrating in retirement planning, estate and business succession strategies, and asset and cash management.
I started my career at Prudential Securities after graduating from Vanderbilt University with a degree in Economics and soon after joined Morgan Stanley as a financial advisor. I also received my MBA in Finance from Georgia State University and have been awarded Morgan Stanley's 20 year service award for outstanding achievement.
My financial planning process involves a deep introspective dive into your goals, financial history, and investment philosophy. I am able utilize numerous modern wealth management tools help to construct a portfolio and financial plan that matches your lifestyle. Whether you are a recent retiree, a successful business owner, or a young working professional, I can help you build out and customize the financial infrastructure you require.
In my free time, I serve as a director for the Boncrest Resource Group, an Atlanta based nonprofit focused on improving long-term care facilities for seniors.
Services Include
- Alternative Investments
- Annuities
- Asset Management
- Cash Management
- Defined Contribution Plans
- Education Planning
- Estate Planning Strategies
- Financial Planning
- Professional Portfolio Management
- Retirement Planning
- Wealth Management
Securities Agent: MD, WV, WA, TN, MS, HI, CO, AZ, AL, WY, UT, NV, GA, CT, TX, NC, MT, FL, CA, AR, VA, NY, AK, OR, IL, SC, OH, MO, MN, MI, KY, PA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1985480