My primary goal is to help you gain access to the vast resources of Morgan Stanley.
As a Qualified Plan Financial Consultants, QPFC, I'm a member of the National Association of Plan Advisors. My focus is on providing high quality, professional advice to retirement plans and/or their participants.
My clients ranges from Individuals Retirement Accounts (IRAs), Businesses 401(k) Retirement plans and Non-Profit organizations 403(b) Retirement Plans.
Wealth Management clients can receive exclusive access to our firm’s retirement plan solutions, asset protection trust strategies, cash management solutions, home loan solutions, insurance solutions and research insights.
Please use my website and schedule a meeting to address what's important to you. Request for Proposal (RFP) are welcome
Services Include
- Qualified Retirement Plans
- Trust Accounts
- Cash Management and Lending ProductsFootnote3
- Alternative Investments
- Life Insurance
- Wealth Management
Securities Agent: CT, TX, IN, VA, OK, MO, IA, DE, DC, AL, TN, RI, PA, AZ, MD, KY, GA, CA, SC, NY, NV, MI, IL, WI, WA, NJ, AR, WY, UT, NM, NC, HI, FL, OR, OH, CO, PR, MA, LA; General Securities Representative; Investment Advisor Representative
NMLS#: 2019263