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.
- Past President - Naples Pelican Bay Rotary Club
- Treasurer - Naples Pelican Bay Rotary Club Endowment
- Treasurer - Collier Harvest Foundation
- Estate Planning Council of Naples
- Financial Planning
- Fixed Income
- Access to Lending Services
- Estate Planning Strategies
- Municipal Bonds
- Wealth Management
- BA - Business Administration & History
Rutgers College, 1976
- Masters Of Business Administration
Rutgers Graduate School, 1980
- Certified Financial Planner
College of Financial Planning, 1996
- 2013, 2014 & 2015 Southwest Florida Five Star Wealth Manager
Click on the In The Press page to the left to find out more.
- Present: *Morgan Stanley
- 2011: Robert W. Baird & Co., Naples , FL.
Financial Advisor, Senior Vice President and Branch Manager
- 1993: Beasley Broadcast Group, Naples, FL.
Chief Financial Officer and Executive Vice President
- 1989: Philadelphia National Bank, Philadelphia , PA.
Vice President, Media Lending Group
See February On the Markets from the Global Investment Committee featuring
• “A Rough Start” The financial markets just completed one of the worst Januarys on record. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, believes the volatility could continue into the spring. The upside is likely to be limited, but with some tactical trading opportunities.
• “The Four D’s of Recession” Ellen Zentner, chief US economist for Morgan Stanley & Co, watches deceleration, diffusion, depth and duration—the “four D’s”—to determine if a recession is in the works. For now, she gives it a 20% probability.
• “Favor Quality Growth Stocks With Catalysts” In the year ahead, owning quality growth stocks may not be enough, writes Dan Skelly, senior equity strategist for Morgan Stanley Wealth Management. He says companies need to have a catalyst such as a sustainable technology trend or political and/or athletic events to help them realize their potential.
Plus, look for more on economics, bonds and alternative investments.
Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery. Diversification does not assure a profit or protect against loss in declining financial markets.
BM/Supervisor; Securities Agent: AK, FL, GA, KY, MO, NC, NH, NJ, PA, RI, SC, TN, TX, VA, VT, WA, WI; General Securities Representative; Investment Advisor Representative