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
- 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 November On the Markets from the Global Investment Committee featuring
• "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.
• "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.
• "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.
Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.
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