Summary I continue a family tradition of providing multi-generational wealth management to established families and corporate entities. Having been in Boston over a decade, I enjoy participating in the community and fostering the relationships I have built with my clients. In addition to a holistic approach for individuals, I focus on the specific financial strategies and wealth planning needs of non-profits, planned giving, women and lifestyle protection. Business Experience November 2011 to Present Merrill Lynch Wealth Management First Vice President Wealth Management Advisor Boston, MA CERTIFIED FINANCIAL PLANNER® professional 2001 - November 2011 Morgan Stanley Smith Barney Second Vice President – Investments Financial Planning Specialist Boston, MA 1996 - 2001: Morgan Stanley Vice President Boston, MA 1995 - 1996 OLDE DISCOUNT CORPORATION BROKER TRAINEE 1993 - 1995: Massachusetts Financial Services Retirement Planning Specialist Boston, MA Education, FINRA registrations, and Insurance Licensing BSBA - Finance, International Business 1993, Bowling Green State University CERTIFIED FINANCIAL PLANNER® professional I hold the following FINRA Registrations: • Series 7, 1996 - General Securities Representative • Series 52, 1995 - Municipal Securities Representative • Series 63, 1995 - Uniform Securities Agent State Law • Series 65, 1996 - Uniform Investment Adviser Law • Series 31, 1996 - Futures Managed Funds • Life Insurance Licensed • Long - Term Care Insurance Licensed • Disability Insurance Licensed • Annuity Insurance Licensed Associations: Financial Planning Association Museum of Fine Arts BOSTON, Museum Council Patron Raising a Reader, Massachusetts Honors & Awards Presidential Volunteer Award- President of The United States