For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve.
My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.
- Acadamy of Certified Portfolio Managers
- FINRA Arbitrator
- Wealth Management
- Professional Portfolio Management
- Asset Management
- Financial Planning
- Retirement Planning
- Access to Lending Services
- 401(k) Rollovers
- Qualified Retirement Plans
- Municipal Bonds
- Fixed Income
- Alternative Investments
- Cash Management
- Columbia University -- Certified Portfolio Manager
- Northern Illinois University --BS in Finance
- Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Series 63 - Uniform Securities State Law
- Series 31 - NFA Associate Member
- Insurance/ Annuity Licensed
- Four-time Recipient of the 5 Star Wealth Manager Award 2012-2015
- 20 Year Dedicated Service Award- Merrill Lynch
- Present: Morgan Stanley*
First Vice President- Wealth Management
Certified Portfolio Manager
Portfolio Management Director
- 2008: Merrill Lynch
Certified Financial Manager
Senior Financial Advisor
PIA Program Portfolio Manager
See April On the Markets from the Global Investment Committee featuring
• “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.
• “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low.
• “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much.
• Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.
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Securities Agent: AL, AR, CA, CO, FL, IA, IL, IN, LA, MA, MI, MO, NC, NV, NY, PA, SC, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures