Tampa, Florida, United States
My grandfather played an instrumental role in my life. In the time we spent together during his retirement, he shared his insights into being a good steward of his savings and investing in companies with solid, consistent businesses and good dividends. He provided my first introduction to investing and the capital markets—and I loved it. When he taught me about compound interest, I was hooked. Today, I advise sophisticated, wealthy, multigenerational families. My clients tend to have complex personal situations, including divorce, remarriage, blended families, chronic illness, catastrophic injury, special needs, and multi-jurisdictional issues. Having a complex family myself allows me to relate to their situation and form a bond and connection that creates a deep level of trust in the relationship. Recognizing that every day can present a new challenge, the process we go through is relaxed but focused, and relies on intimacy, empathy, and patience. Education is at the core of this process, and their entire family is involved throughout. Client success is attained when we are engaged, communicating, and problem-solving. Regardless of the situation, my clients seek my counsel as that of a trusted partner whose relationship with them is rooted in personal connection and professional understanding. Having a healthy relationship with money, their priority is to achieve what’s most important to their legacy—doing well by their family and the community. As an advisor, the cumulative experiences you have with people with varying issues make you better at it. Being the best advisor is the direct result of these past experiences, combined with the unique traits I have gained as a parent of a child with special needs. Every day brings new challenges and new issues that I can help my clients process and plan for. Helping them succeed has become part of my DNA. SPECIALTIES: Investment Management | Multigenerational Wealth Transfer | Charitable Giving | Estate Planning /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**