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 July On the Markets from the Global Investment Committee featuring
• "More Than Meets the Eye" While it didn’t show up in the broad market averages, many stocks and sectors have suffered serious sell-offs this year. These rolling corrections are healthy for our positive view on both the global economy and the equity markets.
• "Global Economic Growth: Boring but Better" The US’ deep freeze, Europe’s bank credit crunch and Japan’s consumption-tax hike provided some drama to the global economy in the first half. Joachim Fels, chief global economist for Morgan Stanley & Co. explains why he thinks the second half will be more tame.
• "Q&A: Leon Cooperman" The veteran investor, who has spent nearly a half a century on Wall Street, says much about the current cycle is familiar, despite the extraordinary backdrop. He thinks the current bull market has room to run in both time and price.
Plus, look for more on economics, equities, fixed income investments and commodities.
Securities Agent: AZ, CA, CT, DE, FL, MD, NC, NJ, NY, PA, UT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;