Working with You

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs:





Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on me to help you with a strategy.
  • • Develop a thorough understanding of your financial goals and objectives
  • • Review and analyze your current financial situation
  • • Identify and tailor solutions that can help you meet your individual needs
  • • Implement your customized strategy, including personalized services and benefits
  • • Review your strategy, meeting periodically to discuss your goals and needs
Services Include
  • Institutional Services
  • 401(k) Rollovers
  • Cash Management1
  • Alternative Investments2
  • Estate Planning Strategies3
  • Asset Management4
  • 529 Plans5
  • Business Planning6
Securities Agent: VA, WA, TX, SC, PA, OH, NY, NJ, NC, MI, ME, MD, IL, GA, FL, CT, CA, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
NMLS#: 1275756
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Experience

My wealth planning focuses on what is most meaningful to you.



Whether meeting with you for the first time or reviewing your progress and life goals, this is my priority. I can work with you to create a personalized wealth strategy. My relationship begins with a thorough understanding of you – your needs, your lifestyle and family, and your goals for the future. I work with you to develop a roadmap to help you achieve and protect the outcomes you envision. Next, I can help you implement investment, retirement, trust services, lending, cash management and insurance solutions suited to your needs. 



Achieving your goals requires vigilance and flexibility. I’ll help you monitor your perfromance and make adjustments as life evolves, markets and tax laws shift, and priorities change.














Our integrated platform ties goals to implementation, leveraging the intellectual capital and

sophisticated capabilities of Morgan Stanley

    Working With You

    As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.





    As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. No matter the stage we have the tools & resources to help you navigate through your most pressing questions.

    I strive to maximize the value of my clients' human capital by driving family wealth education, making it more likely that all members of the family will have the foundation they need to lead meaningful, fulfilled and engaged lives.  We address different aspects of family wealth and come up with a solution for each of your unique needs.

      My Clients

      My client-centered approach helps the families, individuals and organizations we serve to invest in a way that aligns their values with their investments. By drawing from the firm’s wide array of capabilities, Morgan Stanley has been able to leverage its market position as a leading Wealth Management firm to empower my clients to Invest with Impact. 










      I follow a structured yet flexible approach. I start with finding out your needs and goals and then we assess your existing portfolio to see how your goals and investments line up. After we define a strategy combining your both your financial and impact goals. Once agreed on we implement the strategy and will monitor the impact and results.

        Location

        901 East Byrd St
        Suite 2000
        Richmond, VA 23219
        US
        Direct:
        (804) 780-3361(804) 780-3361
        Toll-Free:
        (800) 833-5522(800) 833-5522
        Fax:
        (804) 225-8145(804) 225-8145
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
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        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
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        Market Information Delayed 20 Minutes
        Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

        1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

        Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

        2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

        3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        5Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

        6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

        Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

        The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

        Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

        The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

        *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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