Advisor profile


My approach

I believe our relationship is crafted around how much I know about you and your individual situation. I begin with an in-depth discovery meeting to know everything about you. There are seven specific categories that are covered: Values, Goals, Relationships, Assets, Advisors, Process, Interests. With all of this information, I focus on Advanced Planning for you and provide it through relationship management. I want you to think about me as your “Go To” person, to help you pursue your lifestyle and family interests. I am committed to helping you plan to achieve all that is important to you so that you can spend the time with those most important to you.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Charitable Giving
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Business Administration, Accounting, Temple University Philadelphia, PA

Interests

Recently moving to Ft Lauderdale from Philadelphia, PA, I have the chance to spend more time outdoors, getting involved in the community and giving back. Charity is playing a big role for my wife Sylvie and myself. I also enjoy entertaining family, friends and clients, both in the kitchen and on the golf course. Of course, that would not be complete without weekly GT classes in the gym. We are blessed to be able to spend quality time with our son Matthew and hopefully our son Andrew, when he graduates PennState.

Interests and Values

Giving back to our community

Boating and Golf

New to Fishing

Family and a healthy lifestyle

Community participation

  • Broward Health Foundation
  • Humane Society of Broward County
  • Planned Giving Council of Broward
  • Broward Partnership

Awards & recognition

  • Five Star Wealth Manager, 2014, 2015

Professional associations

Previous experience

  • Smith Barney, 1983-1994
  • UBS, 1994-2008
  • Morgan Stanley, 2008-2017