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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