Experience That inspires confidence

I have over forty years experience in the financial services industry and my focus is on providing financial solutions that will help our clients pursue their financial goals. I strive to deliver exceptional client service and a consistent, disciplined portfolio review process. My husband and I reside in North Palm Beach, Florida.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Financial Advisor

Palm Beach, FL

- Present

Licenses

  • FINRA Series 9, Options Module
  • FINRA Series 10, General Module
  • FINRA Series 66, Investment Advisor Representative & Uniform Securities State Agent
  • Life, Health and Variable Annuity License
  • FINRA Series 7, General Securities Representative

Registered States:

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA