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.
- 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
- Access to Lending Services
- Financial Planning
- Fixed Income
- Professional Portfolio Management
- Retirement Planning
- 401(k) Rollovers
- Alternative Investments
- Life Insurance
- Wealth Management
- Education Planning
- Estate Planning Strategies
- 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, 2011, 2014 and 2015 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 April On the Markets from the Global Investment Committee featuring
• “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.
• “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low.
• “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much.
• Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.
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