I became a Financial Advisor 30 years ago because I genuinely enjoy helping people figure out what they want their wealth to accomplish. As a Morgan Stanley-credentialed Senior Portfolio Management Director, I manage my clients’ assets on a discretionary basis, so they can devote more time to their families, careers or whatever is more important to them than day-to-day market fluctuations. At the same time, however, I keep my clients engaged in the investment process and am always available to help explain current trends and what we’re doing to take advantage of them. I also go far beyond investing for many of my clients, collaborating with their attorney and accountant to help plan their estates, manage risk, use debt more wisely and even coordinate strategies for assets held in trusts, retirement plans and other accounts outside Morgan Stanley.
As a Morgan Stanley Senior Portfolio Management Director, I offer asset management on a discretionary basis for clients who would rather not make their own investment decisions. Over the years, I’ve developed several proprietary investment strategies designed to eliminate emotion from the decision-making process and pursue growth and income. I also go beyond my clients’ investments to help them plan their estates, manage risk, meet philanthropic objectives and use debt more strategically.
I’m a graduate of The University of Virginia with a BA in Psychology, a discipline that still comes in handy in day-today client interactions. My wife Meg is also a UVA alum and we serve on the University’s Advisory Board. In addition, we are avid supporters of Texas Children’s Hospital and Houston Methodist Hospital.
Securities Agent: KS, FL, NY, NC, HI, AK, NM, NH, MT, MI, MA, TN, MS, LA, ID, IA, TX, OK, DC, VA, ME, OH, NJ, MO, VT, WA, SC, NV, MN, KY, IN, AR, IL, CA, UT, AZ, OR, GA, CO, PA; General Securities Representative; Investment Advisor Representative
NMLS#: 1290556