My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
After starting my career in banking, I transitioned that experience into providing financial advice at Morgan Stanley, where I have spent the majority of my professional life. I enjoy helping people to accumulate and preserve their wealth and then transition that wealth into retirement income. Outside of work I love traveling, golf, cycling, playing softball and dining. I currently reside in Vero Beach, FL with my wife, Alma.
Education and Licensing
- Life & Health Insurance Licensed
- Series 31 - Managed Futures & Commodities, 1996
- Series 63 - Uniform State Exam, 1996
- Series 65 - Investment Advisory Agent, 1996
Services Include
- Retirement Planning
- Financial Planning
- Estate Planning Strategies
- Alternative Investments
- Cash Management and Lending ProductsFootnote5
- Endowments and FoundationsFootnote6
- Wealth Management
- Planning for Education Funding
- Stock Plan Services
- Qualified Plans
Securities Agent: WY, WV, WI, WA, VT, VI, VA, UT, TX, TN, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, NC, MT, MS, MO, MN, MI, ME, MD, MA, LA, KY, KS, IN, IL, ID, IA, HI, GA, FL, DE, DC, CT, CO, CA, AZ, AR, AL, AK, ND; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279378