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. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Boys and Girls Club Advisory Board
- Connecticut Womens Council
- 401(k) Rollovers
- 529 Plans
- Alternative Investments
- Asset Management
- Business Succession Planning
- Corporate Retirement Plans
- Endowments and Foundations
- Exchange Traded Funds
- Executive Financial Services
- Family Consulting
- Insurance Services
- Life Insurance
- Long Term Care Insurance
- Professional Portfolio Management
- Qualified Plans
- Qualified Retirement Plans
- Retirement Planning
- Socially Responsible Investing
- Trust Services and Accounting
- Wealth Management
- Michigan State University
- Life and Health Insurance
- Variable Annuities
- Fixed Annuities
- Long Term Care
- Series 31 Managed Futures
- Series 7 General Securities
- Series 63 Uniform Securities Agent State Law
- Series 65 Uniform Investment Advisor Law
- Present: Morgan Stanley
Vice President Wealth Mangement
- 1994: Kidder Peabody
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
See April On the Markets from the Global Investment Committee featuring
• "Déjà Vu All Over Again" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees similarities between this year’s stock market behavior and that of early 2014. In both years, stocks were off to a rocky start. Last year, the S&P 500 went on to amass a double-digit gain. He says the stock market is now poised for a rebound as well.
• "New Titans of Tech" The leading companies in technology today are clustered in four critical areas: security, mobile/social, analytics and the cloud. Casey Galligan and Vijay Chandar, market strategists at Morgan Stanley Wealth Management, describe the new look of the tech sector.
• "Buying Bonds in a Brutal Market" Yes, global yields are at levels so low that they were inconceivable just a few years ago. That may turn off some investors, but many need to buy bonds for portfolio diversification. Doug Peebles, head of fixed income at AB, explains how he handles the task.
Plus, more on global equities, fixed income securities, currencies and the economy.
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