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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Annandale Chamber of Commerce, President, Board of Directors
- National Black MBA Association, Member
- Annual Fall Festival and Parade, Volunteer Coordinator, Festival Committee
- 401k Rollovers
- Alternative Investments
- Asset Management
- Business Succession Planning
- Education Planning
- Estate Planning
- Executive Financial Services
- Financial Planning
- Insurance Services
- Philanthropic Services
- Retirement Planning
- Socially Responsible Investing
- Wealth Management
- B.S. Psychology, cum laude Howard University
- M.A. African Studies, Development & Public Policy Howard University
- M.B.A. Finance Howard University
- present: Morgan Stanley*
Financial Advisor - manage and advise clients on comprehensive financial instruments, in meeting their long term objectives.
- 2011: BB & T Wealth Management Group
Private Banker - provided full scale financial planning and services for clients in support of their goals.
- 2005: TD Ameritrade
Investment Consultant - worked with clients to manage their investment holdings and seek the partnership of asset management teams to rebalance portfolios.
- 2005: Edward Jones, Inc
Investment Representative - consulted with clients to create and maintain optimal investment choices befitting their needs, time horizon and risk profile.
You've worked hard to build your wealth for retirement. We can work with you to develop a strategy so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
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