I have been fortunate over the years to have the opportunity to work with many valued clients and help them grow, protect and pass on their wealth.
In a recent publication of Barron’s, I was included in the 2012 Top 1,000 Advisors in a state-by-state ranking. This list recognizes Financial Advisors for their professionalism, skill and dedication to their clients; something I have been doing for over 27 years.
In an effort to help ensure that you are receiving the best possible service, I need to know what matters most to you. Having wealth can create complex needs, which is why this website you are now reading may be a valuable resource to you. This site is updated weekly to inform you about significant topics in wealth planning and today’s market, and can serve as a starting point for our discussions about what is most important to you.
I look forward to speaking with you about any questions you may have and about how I can help you with any aspirations or plans in the making.
Claudia, Chris and I appreciate your continued confidence and support and look forward to a long and successful relationship with you.
Source: Barron's “Top 1,000 Advisors,” February 19, 2012, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Barron's in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. © 2012 Morgan Stanley Smith Barney LLC. Member SIPC.
- Seacoast United Way
Previous Chairman - Alexis de Tocqueville Society
- Seacoast American Red Cross
Previous Director - Families First of the Seacoast
Sponsor - Coastal Conservation Association
Director
- Wealth Management
- Estate Planning
- Financial Planning
- Asset Management
- 401k Rollovers
- Business Planning
- Business Succession Planning
- Cash Management
- Corporate Cash Management
- Corporations
- Endowments and Foundations
- Exchange Traded Funds
- Family Consulting
- Fixed Income
- Municipal Bonds
- Philanthropic Services
- Retirement Planning
- B.B.A.
St. Bonaventure University
Olean, NY - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 3 - National Commodity Futures
- Series 8 - General Securities Sales Supervisor
- Insurance Licensed
- Annuity Licensed
- Barron's "Top 1000 Financial Advisors" February 20, 2012
- Directors Council
Smith Barney - Pinnacle Group Top 2% Financial Advisors at Morgan Stanley Smith Barney Advisors in the United States
- Mutual Fund Advisory Board
Smith Barney
- 1985
- Present: Morgan Stanley Smith Barney
Senior Vice President
Financial Advisor
Senior Portfolio Manager
Portsmouth, NH
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You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.
See Investing and Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.





