Knowledge, experience, leadership And the confidence to pursue your goals
Building investment strategies that align with your goals and values.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President- Wealth Management |
Palm Beach Gardens, FL |
February 2005 - Present |
Morgan Stanley |
Vice President |
Palm Beach, FL |
April 1985 - February 2005 |
Ferinel |
Land Acquisition and Marketing |
New York, NY |
September 1983 - April 1985 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®), College of Financial Planning, 2005
Education
- B.A., Rowan University, 1983
- Brighton University, Brighton England, 1980
- M.B.A., Palm Beach Atlantic University, 2014
Licenses
- Life, Health Insurance, and Variable Annuities Licensed
- FINRA Series 3, 7, 9, 10, 65
Personal & Community
- Member, Loggerhead Marine Life Center, Juno Beach
- Member, Friends of the Kravis Center, West Palm Beach, FL
Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, LA, MA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TN, TX, VA, WV