My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
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- Present: Morgan Stanley*
First Vice President
Investment Management Specialist /
Financial Planning Specialist
New York City, NY
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