Manage wealth for retirees, executives, small businesses, and high net worth individuals and families, while delivering high quality investment advice, guidance and service. Developed a successful book of clients focused on a holistic approach to Financial Planning - including investment analysis, estate planning, education cost planning, tax minimization strategies and insurance needs analysis.

While at Merrill Lynch I successfully completed the 36 Month training program in 12 months and assisted in growing and managing a client book of assets of over $100M. I developed a successful Financial Planning process that provided clients with an in-depth personalized Financial Plans and a high level of client service. Through this process I was able to grow our business by more than 10% annually.