As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Baruch College Alumni Association
New York, NY - New York Urban League
Financial Education Facilitator
- Professional Portfolio Management
- Retirement Planning
- Lending Services
- Long Term Care Insurance
- Exchange Traded Funds
- Fixed Income
- Municipal Bonds
- Certificates of Deposit
- Insurance Services
- 401k Rollovers
- Wealth Management
- Estate Planning
- Business Planning
- Financial Planning
- Socially Responsible Investing
- B.B.A. - Management Science,
Baruch College
New York, NY - Guided Portfolio Manager Designation
- Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Insurance Licensed
- Citigroup Corporate and Investment Bank
"Thanks to You" Awarded for Outstanding Performance Above and Beyond - National Urban League - Citigroup Financial Connections
"Managing Your Money Wisely Series"
Volunteer Certificate of Distinction for Going Above and Beyond
- Morgan Stanley Smith Barney
Financial Advisor
Portfolio Manager
Financial Planning Specialist
New York, NY - Smith Barney
Divisional Technology Training Officer
Assistant Vice President
New York, NY - Bankers Trust
Management Consultant
New York, NY - E. F. Hutton & Co.
Department Manager
New York, NY
The Free Forever IRASM Add, transfer and/or roll over $50,000 or more to a Morgan Stanley Smith Barney IRA and we will waive your annual maintenance fee for the life of the account. Other product fees and charges apply (e.g., commissions).
Act now – this offer is only available until May 31, 2012.An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager. To learn more, call or send an email.
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