Knowledge, experience, leadership And the confidence to pursue your goals
I began my career during one of the equity market's most tumultuous years on record and over the past 14 years I have helped clients manage their wealth throughout good times and bad. In 2001 I joined UBS after graduating from college with a bachelor's degree in Marketing and International Business from Pennsylvania State University.
My path has been filled with luck and a lot of hard work. I was fortunate to have learned from and worked with two very successful Financial Advisors. I worked in Jacksonville with a President's Council Financial Advisor early in my career then moved to Orlando to work with a Chairman's Council Financial Advisor. My hard work paid off as I was named to the exclusive "Top 35 Under 35" Financial Advisor program and Director's Council at UBS . These honors are very special to me as they recognize Financial Advisors who have shown an outstanding level of dedication to their clients.
With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding and, structures for charitable giving and estate planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, Chartered Retirement Plans Specialist, as well as licenses for life, accident and health insurance and variable annuities. In February 2007, I successfully completed the requirements to earn the designation of Certified Financial Planner™, representing the highest professional certification, globally, that can be awarded to a financial planner.
My husband, Matthew, and I live with our two dogs in Windermere, FL. We enjoy playing golf, travelling, and spending time with family and friends.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Senior Vice President- Wealth Management |
Orlando, FL |
March 2001 - Present |
Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, IN, MA, ME, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI