I am a Private Client Advisor & Vice President of Investments at J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest to reach their goals. I have over about 8 years of experience in financial services. Prior to this role, I was a Private Client Banker at JPMorgan Chase & Co. I joined J.P. Morgan in 2019. I hold the required FINRA Series 7, 63 & 65 66 life & health insurance licenses and do business with residents of New York, New Jersey, Connecticut, Maryland, Texas, California, and Florida.I graduated from SUNY Empire State College with a Bachelor’s degree in Business Management with Finance Concentration. I am located in Glen Cove, NY.I like to travel with family and friends. In my free time I like to spend quality time with my wife, dog and family. I also like to go to sports events.I can help with your many financial needs, including:• Creating a strategy to reach your financial goals • Planning for retirement on your terms • Diversifying your portfolio • Identifying investment opportunities and staying up to date on market movements• Balancing many goals, such as retirement and education.