Vice President - Wealth Management, Financial Advisor
CurrentWork with clients to help: • Consolidate, simplify and streamline their finances• Develop and implement financial plans for families & small businesses o Qualified Retirement Planning (the use and benefit maximization of) o Insurance Planning (life, disability, long term care) o Education Planning o Charitable Giving Planning o Cash Management and Lending Solutions o Estate Planning Strategies o Tax Planning Strategies o Investment & Asset Allocation• Coordinate with CPAs and Attorneys to ensure proper execution of planning strategies• Monitor and Adjust plans based on performance and/or changes in circumstancesDisclosures: © 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html*For more information on the designation(s) listed above, go to https://advisor.morganstanley.com/the-trilogy-groupLife insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.NMLS#: 1278832
