Advisor profile


Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Investments
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 7 - General Securities Representative Examination

Education

  • BS, Accounting, Fordham University, Bronx, New York

Interests

I am active in my town youth sports program. My children play various sports including football and basketball.

Community participation

I volunteer as a youth football coach for my children.

Previous experience

  • Wells Fargo, 2008-2018
  • UBS Financial Services Inc, 2001-2008