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