I am an accomplished executive who has been in the financial industry for over 30 years. I have built my career on always doing the right thing and making sure I place the client first. I joined Merrill Lynch in 1988 serving in many roles throughout my career. This includes 15 years as a Financial Advisor eventually progressing into management and overseeing Merrill Lynch’s experienced financial advisors, private wealth advisors, private bankers, and support staff in RI, MA, and CT. Under my leadership, these professionals examine clients’ life priorities, formulating wealth management strategies on behalf of individuals, families, businesses and non-profits. •Respected Leader - a strong history of recruiting and retaining top talent by providing the best possible environment and resources for my financial advisors and their teams. I’m a manager who motivates through demonstrating integrity and leading by example. •Financial Management – Have worked with a diverse clientele including families, individuals and business owners ensuring they reach their financial goals. I effectively educate individuals leveraging my strong financial insight and awareness paired with superb communication skills. I seek to provide the best possible outcome by focusing on “proactive, pro-client” attention. •Strategic Partner - Trusted advisor to all levels of an organization and clients. I provide valuable insights and actionable ideas on strategic and tactical initiatives. I believe that a company’s success is a direct result of putting clients’ interest first, being unbiased, transparent, and collaborating with colleagues. •Community Advocate - Devoted to serving my community and understand the immeasurable gain in the tenor and tenure of relationships. Both in volunteer and leadership positions I have spent time as a board member of the Boys and Girls Club of Pawtucket, RI and Merrill Lynch’s Hispanic Advisory Council.Outside of the office, my wife and I enjoy traveling, trying new restaurants, fishing, and spending the summer in Maine. I cherish time spent with my three boys and their beautiful families.