As women, we wear many hats and we navigate many challenges. Wife. Mother. Daughter. Widow. Divorcee. Juggling these roles requires special financial understanding, planning and advice. The emotional and financial concerns that accompany motherhood, caring for aging parents, widowhood and divorce can present short term and long term financial challenges that require thoughtful, practical solutions designed specifically for you.
I dedicate my work to individuals who are navigating the all the opportunities and challenges that we as women face. Whether you are a career professional, an emerging retiree or are new to making financial decisions following divorce or death of your spouse, you may find yourself contemplating decisions which can be new and intimidating to you. I work with your advisors - attorneys, accountants, mediators, and other professionals to provide you clarity and transparency on critical financial issues as they surface. I will help you take control of your financial life by guiding you through complex decisions and long term plans.
My goal is to provide you with the tools to empower you to make important financial decisions around your state of affairs now and into the future. With the proper financial education and planning, you will be better equipped to make comprehensive and suitable decisions. I will take the time to understand your personal circumstances and work in partnership with you to develop a personalized financial strategy. Together, we can make informed, confident financial decisions.
- Board Member, Children’s Law Center
- Women's Initiative, United Way of Middlesex County
- Asset Management
- Wealth Management
- Professional Portfolio Management
- Municipal Bonds
- Alternative Investments
- Wealth Management & Divorce
- Estate Planning Strategies
- Access to Lending Services
- BA, University of Connecticut
- MBA, Northeastern University
- Certified Divorce Financial Analyst
- 2014: BNY Mellon Wealth Management
Senior Vice President, West Hartford, CT September 2007-October 2014
Vice President, New York, October 2003 - October 2007
Director of Planning and Administration
March 1998 – October 2003
See March On the Markets from the Global Investment Committee featuring
• “The Envelope, Please!” Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co. Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right?
• “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples.
• “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country.
• Plus, look for more on investment strategy, equities, bonds and alternative investments.
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Securities Agent: AL, CA, CO, CT, FL, GA, HI, ID, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TX, UT, VA, VI, VT, WA, WI; General Securities Representative; Investment Advisor Representative
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.