Knowledge, experience, leadership And the confidence to pursue your goals

30+ years experience in the financial services industry with UBS Financial Services and its predecessor PaineWebber.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

First Vice President - Wealth Management

October 1985 - Present

Accomplishments

  • Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Education

  • B.S. Business Administration, University of South Florida, Tampa

Licenses

  • Life & Health Insurance and Variable Annuity Licensed
  • Securities license include series 7, 31, 63 and 65

Personal & Community

  • Member, Tequesta Country Club
  • Enjoy time with family, friends making wine and playing golf

Registered States:

AL, AR, CA, CO, CT, FL, GA, KY, MA, MD, ME, MI, NC, NJ, NM, NY, OH, OR, PA, TN, UT, WA