We seek to understand our clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. We determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. We also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Education Planning
- Asset Management
- Endowments and Foundations
- Insurance Services
- Institutional Services
- Lending Services
- Exchange Traded Funds
- Municipal Bonds
- As Certified Financial Planners, our Financial Advisors review your whole financial picture to educate you on the best decisions for you & your family to obtain reasonable returns within your risk tolerance while providing high quality of service.
- We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
- You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.