Experience

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  Morgan stanley

  Feb 2012 - Feb 2018

  Vice president, portfolio manager, financial advisor

  General financial planning, portfolio deconstruction and customization, pre-post retirement, education funding, life insurance evaluation, corporate retirement plans, business succession, generational wealth transfer, life events.

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  Wells fargo advisors

  Feb 2018 - now

  Senior vice president - investment officer, pim portfolio manager

  Focus:• Personal Retirement: Individuals ages 50 and older wishing to develop strategies for a successful retirement.• Business Retirement: Custom plans for privately-held businesses seeking to maximize owner contributions.• Trusts & Estate Strategies* : Customized asset management seeking to match the stated investment objectives for income, growth or both. • Life Events: Birth, education, divorce, lump sum settlements, family loss, sudden wealth and corporate monetization.* Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Show less