I am a Private Client Advisor and Vice President of Investments with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have over 18 years of experience in financial services. Prior to this role, I was a Financial Advisor with Merrill Lynch. I joined J.P. Morgan in 2019. I hold the required FINRA Series 7, 63 & 65 and life, health, and variable annuities insurance licenses. I graduated from University of Florida with a Bachelor of Science in Business Administration. I am located in Jupiter, FL.I enjoy spending time with my wife and 3 children when outside of work. Some things that we enjoy doing together are fishing and boating, basketball and skiing when time permits.I can help with your many financial needs, including: • Creating a strategy toward your financial goals • Checking in on your investment portfolio • Planning for retirement on your terms • Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.
Listed skills include Wealth Management, Portfolio Management, and Relationship Management.