Are You Prepared for the Rising Cost of Higher Education?
We’re all juggling multiple financial goals. A 529 plan can help you accomplish several at once.
I believe success in achieving important financial goals starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are suited for your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that meets your lifestyle and legacy goals.
Securities Agent: CA, CO, CT, DE, FL, MA, MD, NC, NJ, NV, NY, OH, PA, SC, TN, VA; General Securities Representative; Investment Advisor Representative
•2010: Morgan Stanley
Vice President, Financial Advisor
•2002 - 2010: UBS Financial Services, Inc.
Vice President, Financial Advisor
•2000 - 2002: Allfirst Brokerage Corp.
Financial Services Representative
•Bachelor of Science Degree - Towson University
•Certified Financial Planner™ - Certified Financial Planner™ Board of Standards, Inc.
•Family Wealth Advisor - Morgan Stanley
•Portfolio Manager - Morgan Stanley
•Series 7- General Securities Representative Exam
•Series 6 - Investment Company and Variable Contracts Products Representative Examination
•Series 63 - Uniform Securities Agent State Law Examination
•Series 66 - Uniform Combined State Law Examination
•Life, Health, Variable, and Long Term Care Insurance Licensed
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.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
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 the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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 .
*Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC
* 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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