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 April On the Markets from the Global Investment Committee featuring
• "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.
• "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.
• "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.
Plus, look for more on economics, equities and fixed income investments.
Securities Agent: AZ, CA, CT, DE, FL, MD, NC, NJ, NY, PA, UT, WV; General Securities Representative; Investment Advisor Representative; Managed Futures;