Managing significant wealth is a considerable responsibility— especially because the stakes are high for your family and your future. Sometimes the demands of this task can make it difficult to concentrate on what matters most to you: pursuing personal and family aspirations, exploring new opportunities, and living the life you have always envisioned. And when families reach a certain level of wealth and complexity, traditional advisory services may no longer be sufficient.
We focus on helping highly successful families manage the full spectrum of their financial affairs through comprehensive multi-generational solutions and industry-leading resources from Morgan Stanley. Money management, retirement planning, estate planning strategy, insurance, taxes, business planning succession—we will bring together all of these elements into a cohesive and integrated financial plan that will help you enhance and preserve your wealth while enjoying the lifestyle it affords.
We are a relationship-based financial planning team that takes pride in providing our individual and corporate clients quality advice, effective implementation and superior service. We have a focus on building long- term relationships founded on mutual trust and respect. My team serves many of Fort Lauderdale's most sophisticated investors, and our firm is a global leader providing a comprehensive platform of wealth management services. As your Financial Advisor, I have experience with the your unique challenges, styles and strategies that distinguish you from other investors. We will work with you to help you preserve and grow your wealth, relying on the insights of seasoned investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Community Involvement:
We are extremely active in the community and very passionate about children’s charity organizations. We have focused on making a long-term impact by helping children living in poverty succeed in life. The Anderson Group supports the Boys & Girls Clubs of Broward County, Children’s Opportunity Group, Pace Center for Girls, and 4KIDS of South Florida
Services Include
- 401(k) Rollovers
- 529 Plans
- Alternative Investments
- Annuities
- Asset Management
- Cash Management and Lending ProductsFootnote4
- Estate Planning Strategies
- Financial Planning
- Life Insurance
- Long-term Care Insurance
- Qualified Retirement Plans
- Retirement Planning
- Structured Products
- Syndicate
- Trust Accounts
Securities Agent: NH, MI, MA, WI, NY, CA, NJ, IL, IA, GA, DE, AZ, TN, SC, OK, OH, NC, MS, FL, CO, ID, TX, KY, DC, PR, MD, CT, VA, PA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1446171