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
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Investment Management

Education

  • University of Miami School of Business - earned a Bachelors Degree in Marketing and Fianance in 1980
  • University of Miami Graduate School of Business - earned a MBA in Business Administration in 1981

Previous experience

  • 1990-2001 Assistant VP / Financial Advisor Merrill Lynch, 2001-2016 First VP / Financial Advisor Morgan Stanley

Community participation

Have participated for years with Habitat for Humanity, and contribute to local charity that is involved in teaching severely challenged young children. Long time supporter of various animal protection charities.

Interests

Although born in the Bronx NYC I consider myself a Miami native, after attending the University of Miami to study Business and Finance and then continuing at UM for my MBA, I never left the community. My son is now a second generation University Miami scholar pursuing a career in Architecture. Long time UM Hurricanes football and basketball fan, attending as many home games as schedule allows. Enjoy playing golf and traveling with family.