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ABOUT
With more than 25 years of experience in the financial services industry, I’ve had the privilege of working with some of the world’s well respected institutions. Throughout my career, I’ve helped individuals, families, and business owners build, preserve, and transfer wealth with purpose and precision. As a financial advisor, my mission is to uncover your unique definition of success. Together, we’ll craft a clear vision for your future and implement a strategic plan to bring it to life, guided by a comprehensive approach.
My areas of expertise include Estate Planning, Investment Management, Life Insurance Strategies, Trust Administration, Credit Solutions, Business Transition Planning, and Endowments & Foundations. Let’s build something lasting—together.
QUALIFICATIONS
- JP Morgan Chase, Private Client Banker (2012-2015)
- Morgan Stanley, Client Associate (2007-2010)
- Merrill Lynch, Institutional Technology Research Sales Associate (2000-2002)
- Holds FINRA Series 7, 65, 63, securities licenses with LPL Financial
- Holds Florida Life & Health Insurance Licenses
EDUCATION
I graduated from City University of New York, The College of Staten Island Bachelor of Science (BS), Finance
PERSONAL
I was born and raised in New York, moved to Florida in 2018 and I have 3 children. I enjoy sports, exercise, and travel.