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 July On the Markets from the Global Investment Committee featuring
• “Moving Forward” This has been an exciting year for investors, but in a bad way: higher volatility without much return. Some of that comes from political developments, which, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, are difficult to analyze from an investment standpoint. Still, economics can be quantified, and Wilson notes that global growth likely bottomed months ago and important indicators are pointing upward.
• “Beyond the Brexit Vote" UK voters surprised pundits and shocked financial markets when they voted to leave the European Union. While breaking away could take years, the markets typically don’t like such uncertainty.
• “Financials—A Catch-Up Value Opportunity” Value stocks have been ascendant this year, but financials—the largest sector in the value indexes—so far have not participated. However, in our view, the stage is now being set.
• Plus, look for more on the equities, bonds and alternative investments.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
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