Everyday , I am reminded and thankful of the many opportunities I was given in my life . Blessed with a wonderful and supportive family including my partners ,clients and friends ,to be working and associating with such a great company, Morgan Stanley and its employees. I am guided by the principles and values that our company stand for . These are the same principles I was brought up with and will never trade nor deviate from for anything.
Services Include
- Trust Services
- Corporate Bonds
- Stock Plan Services
- Asset Management
- Stock Option Plans
- Estate Planning Strategies
- Certificates of Deposit
- Planning for Individuals with Special Needs and their Families
- Structured Products
- Syndicate
- Wealth Management
- Wealth Planning
- 529 Plans
- 401(k) Rollovers
Securities Agent: AR, VA, OH, MD, AL, WA, TN, NV, IL, SC, NC, MI, MA, WY, PA, OK, CO, NY, NH, CT, TX, RI, LA, ID, FL, DE, DC, AZ, NJ, KY, GA, CA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1274593
CA Insurance License #: 0F74607