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 September On the Markets from the Global Investment Committee featuring
• "Don’t Blink" If you blinked, you would have likely missed last month’s sharp sell-off in global equity and credit markets—and the equally sharp rebound. Mike Wilson, chief investment officer of Morgan Stanley Wealth Management, says this was just the latest in a series of rolling corrections as markets adjust to tapering and anticipate the Federal Reserve’s first interest rate increase.
• "No Signs of Hubris and Debt" Is the US stock market making a top? Not likely, says Adam Parker, chief US equity strategist for Morgan Stanley & Co., because companies are acting with restraint, not hubris. Parker says capital spending, inventories, staffing and debt are not excessive.
• "Bonds Unbound" Nontraditional fixed income strategies may help investors withstand a rising interest rate environment. We explore how these strategies work.
Plus, look for more on equities, fixed income investments and master limited partnerships.
Securities Agent: AZ, CA, CT, DE, FL, MD, ME, NC, NJ, NY, PA, UT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;