Private Wealth Advisor
CurrentI have been in the Financial Services Industry for 28 years. My focus involves all aspects of investment planning as well as asset allocation, estate planning strategies, retirement planning and college planning. My clients include individuals, corporations, corporate executives, non-profit groups, pension plans, trusts/estates and foundations as well as small businesses. I focus on a "one on one approach" regarding client service, based upon the specific goals, risk tolerance and needs of each client. My approach involves investment knowledge, personalized advice and strategies, objective guidance, consistent communications, extensive follow up and dedication as well as comprehensive strategies regarding long and short term investment plans. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE