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