For over 41 years I have helped a select group of individuals and families address their financial concerns by concentrating on each client’s specific needs. I have experienced both challenging and rewarding market cycles and offer clients a seasoned perspective that helps them to achieve their financial goals.I focus on providing lifetime investment, retirement and estate planning strategies through skilled financial advisory, risk management, professional portfolio management and long-term planning. I also work with attorneys to provide structured settlement strategies, as well as estate consolidation, valuation, and distribution.My core philosophy utilizes conservative stocks and municipal bonds to build higher quality portfolios. I strive to achieve the right mix of risk and return for each client through the use of independent research, analysis, and rational judgment. It is important that my clients understand what they own and why they own it to give them confidence about their investments.I enjoy working with folks who value experience and advice. Emphasizing first-class service, I meet with clients and produce a newsletter titled “For Clients Only.” In addition, my Senior Registered Client Service Associate Mary Magee and I work diligently to promptly respond to client calls and e-mails. Whether clients need thoughtful advice or problem resolution, concerns are handled in a concise and timely manner.I am committed to making a positive impact in the lives of others. I have supported and volunteer my time for Kids First of the Carolinas as well as a variety of other organizations.This information is intended for use only by residents of AZ CA CO FL GA HI MA MD MI NC NJ NV NY OH OR PA SC TN TX UT VA WA WV. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. CA Insurance License Number 0D37505. Resident state (NC).
Listed skills include Retirement Planning, Investments, Retirement, Asset Allocation, and 19 others.
