Knowledge, experience, leadership And the confidence to pursue your goals
I began my career in 1981 working as a financial advisor and over the last 30 years I have been helping clients manage their wealth and plan for retirement. I joined UBS in 1993 after 7 years at Shearson Lehman Brothers and prior tenures at Jennison Associates and Atalanta Sosnoff. I focus my business around providing the best client experience possible. I take the time to get to know each client and their family so that together we are able to form a plan that fits their individual needs and goals.
With my clients, I emphasize a total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold series 7 and 63 securities licenses as well as licenses for life, accident and health insurance, and annuities.
My bachelor's degree in Business Management with a minor in Economics and Finance is from the University of Tampa. My wife and I live with our two children in Scotch Plains, NJ, where I enjoy bicycling and playing golf.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Investments, Portfolio Manager, Portfolio Manager Program |
Westfield |
April 1993 - Present |
Registered States:
AZ, CA, CT, DC, FL, KY, MA, MI, MO, NJ, NV, NY, PA, SC, TX, VA