I am your primary contact to gain access to all the services offered by Morgan Stanley. I help my clients manage market risk while using tax optimization strategies as we work together to grow your asset base.
Services Include
- Cash Management
- Exchange Traded Funds
- Financial Planning
- Municipal Bonds
- Professional Portfolio Management
- Retirement Planning
Securities Agent: NV, SC, MN, CA, TN, KY, IL, FL, WI, SD, OH, MI, GA, CO, WA, TX, IA, AR, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1253227