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
- 401(k) 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 August On the Markets from the Global Investment Committee featuring
• "Transition Time" The Federal Reserve has continually told investors that they would be very patient and slow to raise short-term interest rates. Now, strong employment data has raised the possibility of sooner-than-expected rate hikes, says Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, and markets could continue to be volatile until they have fully recalibrated to an accelerated timetable.
• "Fishing for Stocks in the Market’s Midstream" The cheapest stocks in the S&P 500—those with the lowest price/earnings ratios—are not necessarily the best stocks to own at this point in the market cycle. The better investments appear to be closer to the market averages.
• "Keep an Opportunistic Eye on Mexico and India" Emerging market equities have performed well so far this year, but the Global Investment Committee is underweight in the asset class for a number of reasons, including rich valuations and a vulnerability to rising US interest rates. That said, Mexico and India stand apart. Political change and economic reforms could make them future stars.
Plus, look for more on economics, fixed income investments and real estate.
Securities Agent: AZ, CA, CT, DE, FL, MD, NC, NJ, NY, PA, UT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;