MY MISSION STATEMENT
Understanding the unique needs of high net worth clients like you
Understanding the unique needs of high net worth clients like you
As a Financial Advisor, my mission is simple: To provide you with the wealth management advice you need to help streamline your life, so you may take care of the people you love, spend more time pursuing the activities you enjoy and support the causes that are most important to you.
With more than 30 years of industry experience, I am dedicated to providing highly customized strategies to high net worth individuals and families in Boca Raton and across the country. My clients include attorneys, medical professionals, corporate executives and business owners, all of whom look to me for comprehensive planning and outstanding personalized service.
BM/Supervisor; Securities Agent: CA, CO, CT, FL, GA, KS, MA, MD, NC, NJ, NY, PA, SC, VA; General Securities Representative; Investment Advisor Representative; Managed Futures
With more than 30 years of industry experience, I am dedicated to providing highly customized strategies to high net worth individuals and families in Boca Raton and across the country. Focusing on wealth management services for attorneys, medical professionals, corporate executives and business owners, I employ a holistic approach that includes a thorough planning process and a commitment to providing outstanding service.
I began my career in financial services at Aetna Life Insurance Company in 1982 before becoming a Financial Advisor with Merrill Lynch ten years later. In 1999, I served as a Branch Manager at that firm while continuing to grow my practice. I joined the Morgan Stanley family in 2003 as a Producing Manager and moved to Boca Raton in 2005.
My passion for helping clients achieve their goals is equaled only by my dedication to my family and community. I work closely with several non-profit organizations, including the Anti-Defamation League and The American Association for Caregiving Youth. In addition, I am a member of the Greater Boca Raton Chamber of Commerce and an associate member of the South Palm Beach Bar Association. I am also very active with the Business & Professionals Group of the Jewish Federation of South Palm Beach County, where I am a Cabinet member.
A graduate of Northeastern University with a BS in Business Administration and an MBA from Lynn University in Financial Valuation and Investment Management, Summa Cum Laude, I reside in Boca Raton with my wife Michele and my two adult children live nearby. Our daughter Brooke lives in Delray Beach with her husband David and three children, while our son Drew maintains a successful pediatric dental practice in Boca Raton.
My holistic approach features comprehensive plans that are based on a broad range of topics that I discuss with you in detail – your family’s current financial situation, your career aspirations, the retirement you envision for yourself and the legacy you hope to leave your children someday, for example. The plan contains tangible recommendations to help address these issues we identify – recommendations that go beyond your investment portfolio to encompass both sides of your personal balance sheet and virtually every aspect of your financial life. Over time, we will review your plan, assess your progress and make adjustments, when necessary, to accommodate changes in your life and prevailing market environments. Here is a brief overview of the strategies and solutions I can provide you and your family.
Thoughtful financial planning
• Balance sheet analysis
• Education planning
• Retirement planning
• Estate planning strategies
Executing a disciplined investment strategy
• Asset allocation
• Portfolio construction and management
• Tax-efficient investing
• Alternative investments
Managing current liquidity needs
• Access to cash management and lending services
• Hedging strategies
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Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Bringing you revealing stories about the world of business, finance, technology and beyond.
Cash management solutions at Morgan Stanley can be an attractive option to a traditional bank.
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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
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 AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .
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* Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
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