Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS, LSU New Orleans, 1971

Interests

610 Stompers participant in New Orleans

Community participation

National Day of Service - New Orleans Branch

  • Covenant House

Previous experience

  • Financial Advisor, Morgan Stanley Smith Barney, New Orleans, LA, 06/2009-11/2009
  • Financial Advisor, Morgan Stanley and Company, Inc., New Orleans, LA, 04/2007-06/2009
  • Financial Advisor, Morgan Stanley DW Inc., New Orleans, LA, 11/1998-04/2007