For me, retirement planning means more than providing our clients with investment advice- it means helping them maintain the financial independence they've worked their entire lives to achieve. With the uncertainty of Social Security benefits and the rising cost of living, it has become more important than ever to have a retirement plan in place.
By taking a proactive approach to your retirement, we can help you secure a fulfilling future for yourself and your loved ones.
With a focus on retirement, the team advises clients on both the accumulation and distribution phases of retirement planning. As clients approach retirement they are transitioned from a focus on accumulation and growth to a strategy designed to help generate income while maintaining a comfortable lifestyle.
As a husband and father of three living on Long Island, I firmly understand the challenges of balancing current and future financial goals. For over 20 years, I have worked with my clients and their families to secure their financial futures while helping them maintain their desired lifestyles. During that time, I had the honor of serving as a Morgan Stanley Branch Manager, which improved my ability to think strategically and make difficult decisions.
When you work with me, you benefit from all of my personal and professional experience, as well as all of the resources that Morgan Stanley has to offer.
Services Include
- Retirement Planning
- Wealth Consulting
- Asset Management
- Wealth Management
- Financial Planning
- Planning for Education Funding
Securities Agent: VA, VT, CA, AZ, HI, CO, CT, FL, GA, ID, IL, IN, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 104393