I am a member of a six person Wealth Management team at Morgan Stanley – The SPM Group. My partners and I have been together for 18 years, helping clients with their most personal ambitions and challenges in life. Our clients are athletes, entertainers and musicians. As a Sports and Entertainment Director, I understand the complex financial profile that accompanies a career as a player, performer and creator. Talent comes with variable income streams, unpredictable career spans and changing industry dynamics, which requires a Financial Advisor who can advise them and their supporting cast of tax, legal and other professional advisors on planning and resources to help them tackle their short and long term priorities.
Listed skills include Portfolio Management, Series 63, Securities, Investments, and 10 others.