Advisor profile


Areas of focus

  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Domestic Partner Planning
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Previous experience

  • Associate Vice President and Financial Advisor, Morgan Stanley, 2009-2020