Growing up I had a foot in two worlds. For most of the year, I lived in the middle- class city of New Britain in the affluent state of Connecticut with my parents and siblings, and I spent my summers in Wilcox County, Alabama, one of the poorest counties in the country. I helped my paternal grandparents farm a variety of crops and tend to their herd of cattle. I witnessed firsthand financial disparities which served as the catalyst for my lifelong desire to increase access to financial education.
I graduated from the U of New Haven with a BS in Accounting and earned my MBA with a concentration in accounting and taxation. I also played basketball for 4 years at the collegiate level and participated in 3 national post season tournaments while serving as team captain. I then entered the corporate world of taxation consultation. After the birth of my first child, my wife and I interviewed financial professionals, and we were discouraged with what we found. I decided to be the change I wanted to see and recommitted to my passion of teaching financial education beyond the borders of corporate America. I leverage my 15 years of corporate experience to approach wealth management with a strategic and generational focus for my clients.
I joined Morgan Stanley’s Tysons Corner office in late 2016 and brought my unique perspective, financial expertise and strategic solutions-based approach to the families and institutions I serve. In 2019 and 2021 I was a member of Morgan Stanley’s prestigious Pacesetter’s club. In 2022, my family and I relocated to the Greater Philadelphia area to support my wife’s career aspirations. I am now based out of Morgan Stanley’s Conshohocken office where I continue to develop generational and strategic approaches to wealth for the corporate and not for profit executives, entrepreneurs, and families I act as a trusted advisor for. I work across market cycles to intentionally develop financial plans that enable my clients to envision their objectives and achieve their goals.
I serve on the Executive Committee of the Board of Directors for Step Afrika! the only arts organization dedicated to the art of stepping, am a Life Member of Alpha Phi Alpha Fraternity and am a member of the Association of African American Advisors. I also sit on the Advisory Board for Bowie State University’s College of Business Administration and Morgan Stanley’s Mid-Atlantic Diversity Council. In my spare time, I enjoy cycling, spending time with family and eating a delicious meal paired with a nice Whiskey or Bourbon-preferably Uncle Nearest.
Morgan Stanley Smith Barney LLC. Member SIPC.
Services Include
- Wealth Consulting
- Wealth Management
- 401(k) Rollovers
- 529 Plans
- Business Planning
- Business Succession Planning
- Cash Management
- Financial Planning
- Qualified Retirement Plans
- Retirement Planning
- Endowments and FoundationsFootnote9
- Philanthropic Management
Securities Agent: OR, OH, DC, WV, IA, LA, MD, CO, VA, NC, MN, IL, TX, ME, MA, FL, TN, SD, NY, GA, CA, AL, CT, AZ, SC, PA, NJ, MI, WA, VT, NV, AK, DE, WI; General Securities Representative; Investment Advisor Representative
NMLS#: 1698569