Experience Makes all the difference

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President – Wealth Management

Coral Gables, FL

November 2013 - Present

Morgan Stanley Smith Barney

Financial Advisor

Coral Gables, FL

September 1987 - November 2013

Accomplishments

  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • 2009 Barron's Top 1000 Advisors
  • Speaker at Barron's Top Advisory Teams Summit
  • Miami Select Wealth Manager
  • Registered Representative Outstanding Advisor

Education

  • Bachelor's of Science - University of Miami
  • Master's Degree in Business Administration - University of Miami

Licenses

  • Life and Annuity Insurance - FL, IL, SC, TX, UT

Registered States:

AR, AZ, CA, CO, CT, DE, FL, GA, IL, MA, MI, MN, NC, NH, NJ, NM, NV, NY, RI, SC, TX, UT, VA, VT, WA