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.
- Member of Rotary Club of Sarasota Florida
- Wealth Management
- Executive Financial Services
- Estate Planning Strategies
- Family Consulting
- Philanthropic Services
- Life Insurance
- Retirement Planning
- Asset Management
- Alternative Investments
- Certificates of Deposit
- Fixed Income
- Municipal Bonds
- Precious Metals
- 401(k) Rollovers
- Access to Lending Services
- Adelphi University, Undergraduate
- Fordham University, Graduate
- Series 7 - General Securities License
- Series 66 - Uniform Combined State Law License
- Series 31 - Futures Managed Funds License
- Life, Health, Variable Annuity and Long Term Care Insurance Licensed
- Alternative Investment Certified
- 2010
- Present: Morgan Stanley, Financial Advisor
- 2001
- 2010: UBS, Financial Advisor
See December On the Markets from the Global Investment Committee featuring
• “Anticipating Change” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., introduces the important shifts in economics, markets and interest rates that inform Morgan Stanley & Co.’s 2019 economic and investment outlooks.
• “A Preference for Vaule and Non-US Exposure” Morgan Stanley’s equity strategists explain why they think value stocks will fare better than growth stocks in the coming year, and why international stocks—in the emerging markets—will be more rewarding than US stocks in 2019.• “Happy Beginnings” The municipal bond market is copacetic now, notes Michael Zezas, who writes about muni strategy for MS & Co. Later in the year, it may become a little more challenging.
• Plus, look for more on equities, fixed income, commodities and a Q&A with David Herro, a veteran international equity manager at Harris Associates.
Our service commitment centers around a continual assessment of your goals, investments & performance while working with your other advisors, CPAs or Attorneys, to help you identify potential opportunities, reduce fees and simplify your life. To learn more, call or send an email.
For an investment plan as unique as your needs, Request an Appointment, call or email me.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
Securities Agent: CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1398719
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
