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:
CA, CO, CT, FL, GA, IN, KY, MA, MD, ME, MI, NC, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA