Experience

• 

  Merrill lynch

  Nov 1979 - now

  Wealth management advisor, senior vice president

  *Asset allocation does not ensure a profit or protect against loss in declining markets.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*ChSNC™ and Chartered Special Needs Consultant™ are the property of The American College, which reserves the sole rights to its use, and is used by permission.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.*** Show less