-Customized planning catering to the personalized financial goals for each client's specific needs.-Providing Estate, Retirement and Trust planning.-Portfolio construction and asset allocation models for wealth management.-Superior client service with an emphasis on meeting future personal wealth management goals and retirement planning.-Conservative approach to navigate challenging market conditions to maximize returns for my clients.-Holistic Philosophy to aid in attaining client goals for the future.

-Was a member a "Chairman's Council" adviser team catering to high net worth clients.-Provided client service directly to clients for trades, cash disbursement and handling, document archival, opening accounts, accounts maintenance, investment research and assisted in selection of investment investment vehicles.-Responsible the adherence of FINRA, SEC, and Firm Policies and compliance requirements.-Oversaw the operations of branch and recommendations of asset allocation and portfolio planning to client of high net worth.

Was responsible for residential loan origination, documenting the loan process, finding potential borrowers, sales events with Real Estate Sales people such open houses and seminars.