I create customized investment strategies for high net worth investors. I design and manage each client's portfolio on a fully discretionary basis to help them meet their specific needs. Whether you are planning for retirement, saving for your child's education, or preserving your estate, I can help adjust your portfolio as circumstances in your life require it.
I follow a disciplined four-step investment process that helps you develop a long-term perspective about wealth building and management:
1. Setting financial objectives.
2. Defining investment strategy.
3. Evaluating and selecting investments.
4. Monitoring portfolio performance.
My 30+ years of experience in the financial services industry, training, and investment philosophy provide guidance in managing your portfolio and in helping you understand investment risk while keeping your long-term goals in view.
As a Senior Portfolio Management Director in the Portfolio Management program, I am part of a group of financial advisors who are qualified by the firm to manage client assets on a discretionary basis, based on training, experience, and commitment to client service.
Securities Agent: FL, TX, DC, AR, MI, NJ, NC, MN, MD, DE, AL, NY, IL, CT, CO, WA, VT, OH, LA, KS, GA, AZ, TN, SC, MT, HI, CA, RI, IN, AK, UT, PA, OK, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 1268202