Financial Planning Specialist
150 Clove Rd.
Little Falls, NJ 07424
toll free: 800-227-8588
fax: 973-890-3059
- MBA - Finance
Fairleigh Dickinson
Madison, NJ - Bachelor of Arts
University of New Hampshire
Durham, NH - Guided Portfolio Management Program
Smith Barney - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
- Financial Planning Specialist Designation
- BNI - Business Network International
- University of New Hampshire Alumni Association
- Green Brook Country Club
- Cum Laude - University of New Hampshire
- Asset Management
- Estate Planning
- Family Consulting
- Wealth Management
- 529 Plans
- Alternative Investments
- Business Planning
- Cash Management
- Corporate Pension Funds
- Corporations
- Endowments and Foundations
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Private Banking
- Qualified Plans
- Retirement Planning
- Taft-Hartley Plans
- Trust Services and Accounting
- 1997 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Specialist
Little Falls, NJ - 1979 - 1996: Nesor Alloy Corporation
Vice President / Director of Operations
West Caldwell, NJ
- The finest compliment we can receive is a referral from our friends and clients.
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.

