As a Senior Wealth Advisor, I give advice to corporate executives, business owners, and a variety of high net worth individuals to help achieve goals including retirement, wealth transfer and philanthropic giving.With a special focus on serving executives and entrepreneurs, The Colony Group is committed to clients' comprehensive wealth management needs. We define comprehensive wealth management as the sum of investment consulting, advanced planning and relationship management, which… Show more As a Senior Wealth Advisor, I give advice to corporate executives, business owners, and a variety of high net worth individuals to help achieve goals including retirement, wealth transfer and philanthropic giving.With a special focus on serving executives and entrepreneurs, The Colony Group is committed to clients' comprehensive wealth management needs. We define comprehensive wealth management as the sum of investment consulting, advanced planning and relationship management, which includes facilitation of collaboration among clients’ professional advisors. Our multifaceted approach to advanced planning includes tax mitigation, estate planning, cash-flow planning, charitable planning, risk management and more. The Colony Group combines boutique client service with objectivity and insights stemming from our research-based approach. Show less

As a Director, I provided comprehensive financial counseling in the areas of tax, investments, estate planning, retirement, insurance and benefits. My clients were located throughout the United States.Joel Isaacson & Co., LLC is one of the largest Fee-Only registered investment advisors in the country.

As a member of the Investment Analytics and Advice (IAA) team, I met with BNY Mellon clients and prospects to provide in depth recommendations related to personal finance. Other responsibilities included public speaking on advanced planning topics including Roth IRA Conversions, and Estate Planning with GRATs. I also researched and authored white papers published by BNY Mellon Wealth Management. IAA was a national resource within BNY Mellon Wealth Management designed to… Show more As a member of the Investment Analytics and Advice (IAA) team, I met with BNY Mellon clients and prospects to provide in depth recommendations related to personal finance. Other responsibilities included public speaking on advanced planning topics including Roth IRA Conversions, and Estate Planning with GRATs. I also researched and authored white papers published by BNY Mellon Wealth Management. IAA was a national resource within BNY Mellon Wealth Management designed to support portfolio managers and business development officers in the above areas. The team offered value added services to solidify client relationships and generate new business. Show less

As a Senior Financial Planner, I provided support and analytics to over 70 relationships including high net worth families, corporate executives and business owners.Ayco provides counseling services to over 11,000 individuals and has counseling programs at approximately 400 of the Fortune 1000 companies.