Financial Advisor Of Gwn Securities, Inc
CurrentI have been in the investment and financial planning industry for over 30 years - including positions as a professional trader and broker-dealer executive – and by far my most rewarding role has been as a financial advisor to individuals and families.There is a lot to that because it’s not all about the numbers. Emotions and past experiences play a part, too. That is why I encourage open dialogue to understand what’s important to you and discussing pros and cons of possible strategies that may help you. My experience has taught me that “performance-driven” advice and chasing returns can lead to unwanted outcomes. Rather, I help my clients define their goals and objectives and employ a “purpose-driven” process to guide investment and other financial decisions. In other words, tailoring individual solutions that match my clients’ needs now and in the future. My conversations touch on the right balance between returns necessary to accomplish goals and managing the risk that goes along with those decisions. In addition, I can also help protect your financial future against unexpected events that could “push the train of the tracks” and make it tough on you or those you care about. I know these conversations are valuable because I have a family myself. My wife and I grew up in the tri-state area around Pittsburgh, raised three children in the suburbs of Philadelphia and spend many football weekends in Happy Valley. We like to say we are Pennsylvania fans in our family! We love being outdoors golfing, playing tennis (and yes, some pickleball), and hiking with our dogs….often with a glass of wine at the end of the day. Cheers!
