For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Board of Director, Omega Ensemble
- Member, USA Triathlon
- Wealth Management
- Financial Planning
- Family Consulting
- 401k Rollovers
- Business Succession Planning
- Cash Management
- Corporate Cash Management
- Corporate Retirement Plans
- Education Planning
- Executive Financial Services
- Fixed Income
- Foreign Exchange
- Investment Policy Statements
- Lending Services
- Life Insurance
- Long Term Care Insurance
- Mergers and Acquisitions
- Municipal Bonds
- Philanthropic Services
- Retirement Planning
- Trust Services and Accounting
- Bachelors of Science: Business Management & Finance
City University of New York, Brooklyn College
- Series 7 - General Securities Representative
- Series 31 - Managed Futures
- Series 63 - Uniform Securities Agent State
- Series 66 - Uniform Combined State Agent
- Life & Health Insurance
- Certified Financial Planner
- Wealth Advisor
- Portfolio Manager
- Present: Morgan Stanley Wealth Management
Senior Vice President
- 2009: UBS Financial Services
Vice President - Investments
- 2004: JPMorgan Chase
- 2004: American Stock Exchange
Trading Floor Manager
- 2004: US Trading Corp
- 1998: East America Securities
- 1997: VTR Capital, Inc.
See March On the Markets from the Global Investment Committee featuring
• "Volatility Can Lead to Opportunity" While higher market volatility is normal at this stage of the recovery, it does not mean the end of the recovery, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Instead, it usually provides opportunities to invest new capital at better prices.
• "Consensus Bulls and Contagious Complacency" Complacency has become a learned behavior in the emerging markets minicrises that have periodically popped up since the summer of 2011, says Adam S. Parker, US equity strategist for Morgan Stanley & Co. But every dip in the S&P 500, says Parker, turned out to be a dip to be bought.
• "Turnin’ Up the Heat" Outsized increases in natural gas prices cut into household spending by an above-trend $34.7 billion, say Morgan Stanley & Co. economists Ellen Zentner and John Abraham. It’s just one of the macroeconomic effects from the cold and snowy weather affecting much of the US.
Plus, look for more on economics, equities, fixed income and alternative investments.