Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Investment Management
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Saving for Education

Education

  • MBA, Investment Management, Drexel University, Philadelphia, PA
  • BS, Economics, Moscow Academy
  • BS, Enviromental Engineering, Moscow Technology University

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016, 2018, 2019, 2020, 2021,2022, 2023, 2024, 2025

Previous experience

  • Wells Fargo Advisors, Financial Advisor, Senior Vice President - Investments, 2013-2022
  • Merrill Lynch, Financial Advisor, Vice-President Investments, 2004-2013
  • Legg Mason, Financial Advisor, 2002-2004

Community participation

I am involved with the local Russian-speaking community in Boca-Raton and Miami areas.
I regularly attend and participate in several organizations such as social and professional associations.

Interests

Living in Florida Boca-Raton Area, I have made sure to incorporate interests that will allow me to see and experience my surroundings.
I enjoy hiking, playing volleyball and cycling to maintain both active and healthy lifestyle.

My photos

1 albums
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