United States
I am a Merrill Lynch Wealth Management Advisor with more than 30 years of experience in the financial services industry. I work with affluent families, accomplished professionals, corporate executives, and successful business owners to help simplify financial complexity and create strategies designed to support their long-term goals. My passion is helping clients pursue financial confidence, reduce stress around important financial decisions, and focus on the life they want to live. As a fiduciary advisor, I believe deeply in becoming their essential partner and am very passionate about building a long-term relationship based on trust, integrity, quality of advice and, most importantly, putting my clients’ interests first. These are my guiding principles. Here are some of the specialized services and offerings that we provide: * Customized Portfolio Management * Private Equity & Alternative Investments * Tax-Minimization Strategies * Retirement Planning & Cash Flow Analysis * Wealth Accumulation & Asset Protection * Effective Wealth Distribution & Gifting Strategies * Philanthropic Planning Services * Education Planning * Life Insurance Strategies * Commercial & Residential Lending I’d love to connect if you: * Would like to discuss about you or your loved one’s financial situation * Feel overwhelmed and need advice/help on your financial affairs * Are transitioning into a new job or retirement * Would like an objective review of your current portfolio & investments * Are interested in accumulating wealth through non-traditional investments * Are interested in learning about ways to preserve & protect your legacy You can connect with me directly by writing to [email protected] or calling 973-410-2382.
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