I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
- Coaching Youth Sports
- Boy Scouts and Girl Scouts
- Metrowest Car Clubs
- Business Planning
- Family Consulting
- Precious Metals
- Exchange Traded Funds
- Executive Financial Services
- Insurance Services
- Lending Services
- Financial Planning
- Fixed Income
- Professional Portfolio Management
- Retirement Planning
- 401(k) Rollovers
- Alternative Investments
- Life Insurance
- Wealth Management
- Education Planning
- Estate Planning
- Long Term Care Insurance
- Business Succession Planning
- Bachelor of Science in Finance
- Series 7
- Series 8
- Series 63
- Annuity, Life and Long-Term Care Insurance Licensed
- Selected 2010 and 2011 Five Star Best in Overall Client Satisfaction Wealth Manager - Boston Magazine
- Present: Morgan Stanley Wealth Management
Senior Portfolio Manager - Financial Advisor - Vice President
- 2007: UBS Wealth Management
Financial Advisor - Retirement Consultant - Vice President
- 1997: Olde Investments
Financial Advisor - Vice President
Wellesley, MA and Detroit, MI
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.
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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, CO, CT, FL, MA, MD, NC, NH, NJ, NM, NY, PA, RI, VA, VT, WV; General Securities Representative; Investment Advisor Representative;