As an Equitable Advisors Financial Professional, I am dedicated to helping my clients build and secure their financial futures. To do it right takes commitment & planning. My process is simple yet effective. By learning as much as possible about my client's goals and objectives I am able to use my resources to develop and implement a sound financial strategy.
The core of my success stems from my ability to help a large range of clients find and implement innovative financial strategies for problems that otherwise would hold them back from reaching their various financial goals.
To meet your financial planning needs I am able to offer the following services:
- Asset Management: Stocks, Bonds, Mutual Funds, Institutional & Managed Accounts
- Risk Management: Family Protection Plans, Life Insurance, Disability Income Insurance & Long Term Care Insurance.
- Retirement Planning: Traditional & Roth IRA's, 401(k)'s, Annuities & Pension Plans
- College Education Planning: 529 Plans, UGMA & UTMA Accounts
- Business Planning: Employee Benefits, Health Insurance, Buy-Sell Agreements & Deferred Compensation Plans
I received my Bachelor of Science in Finance from Wagner College. I also maintain the FINRA Registrations Series 7 & 66 as well as Life and Health Insurance Licenses.
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