My clients depend on my experience and advice across all areas of their financial lives. I combine my career of over 35 years of banking and investments with the vast resources of Morgan Stanley to deliver solutions for virtually any financial situation. Whether it’s business or personal; investments, insurance, or liability management; succession, estate, or retirement planning strategies; 401k rollovers, or alternative investments, I enjoy leveraging my experience and the intellectual capital of the Morgan Stanley network to help you meet your financial goals and objectives.
Services Include
- Retirement Planning
- Wealth Management
- 401(k) Rollovers
- Syndicate
- Trust Services*
- Structured Products
- Alternative Investments
- Stock Plan Services
- Corporate Pension Plans
- Life Insurance
- Annuities
- Executive Financial Services
- Cash Management and Lending ProductsFootnote10
- Financial Planning
- Long Term Care Insurance
- Business Succession Planning
- Corporate Investment Solutions
- Divorce Financial Analysis
- Estate Planning Strategies
- Corporate Retirement Plans
- Municipal Bonds
- Certificates of Deposit
Securities Agent: MS, TX, NY, TN, IL, AL, NJ, FL, NC, MI, SC, MN, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285098