Financial Planning Specialist
Suite 650
Alexandria, VA 22314
toll free: 800-336-5405 ext. 3694
fax: 703-683-5940
- BS - Marketing
Pennsylvania State University
State College, PA - Semester at Sea
University of Pittsburgh
Pittsburgh, PA - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Series 31 - Managed Futures & Commodities
- Life & Health Insurance License
- Financial Planning Specialist Designation
- Asset Management
- Estate Planning
- Lending Services
- Retirement Planning
- 529 Plans
- Corporate Retirement Plans
- 401k Rollovers
- Insurance Services
- 1995 - Present: Morgan Stanley Smith Barney*
Senior Vice President - Wealth Management
Financial Planning Specialist
Alexandria, VA
- Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.


