Experience

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  Office of the comptroller of the currency

  Jan 1987 - Jan 1989

  Bank examiner
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  Bank of america

  Jan 1989 - Jan 2004

  Vice president
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  Morgan stanley

  Jan 2005 - now

  Financial advisor

  I am a Financial Advisor and Portfolio Manager at Morgan Stanley. My mission is to organize the affairs of successful entrepreneurs, executives and affluent families who are interested in preserving their wealth and reducing taxes.Our process is focused on managing risk to achieve lifestyle preservation and build a legacy. Our clients consist of entrepreneurs, executives and affluent families. We use a three step process to understand our client’s Lifestyle, Assets, Borrowing Structure, and identifying Financial Blind Spots. Within a collaborative framework, we simplify complex issues and prepare our clients to be confident in making their visions a reality. I was trained as a professional chef. Because of my love of cooking I have many clients from the food and hospitality industry. Disclosures: © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html*For more information on the designation(s) listed above, go to https://advisor.morganstanley.com/the-epiphron-groupNMLS#: 1255785CA Insurance License #0E99769 Show less

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  Aliso viejo chamber of commerce

  Jan 2008 - Jan 2009

  President