Knowledge, experience, leadership And the confidence to pursue your goals
As a Financial Advisor I have built my practice on the principals of integrity, honesty, and trust. Together, I work with clients to define, develop, and deliver a plan for financial success. Over the years I will become your most valued financial advocate and advisor. My commitment to clients unwavering success was recognized in Philadelphia Magazine, as I was named Top Wealth Manager.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Vice President - Wealth Management |
Mt. Laurel, NJ |
September 2012 - Present |
Morgan Stanley Smith Barney |
Financial Advisor |
Voorhees, NJ |
June 2004 - September 2012 |
Accomplishments
- 2011 Five Star Top Wealth Manager
- 2012 Five Star Top Wealth Manager
Education
- Chartered Mutual Fund Counselor
- Portfolio Manager
Licenses
- Series 66
- Life & Health & Variable Annuities - NJ DE PA FL MD NC TN VA
- Series 7
Personal & Community
- Amazing Pace participant
- Proud owner of a beautiful Westie
- My husband Michael and I are blessed to be parents of twins, Logan and Payton
Registered States:
CO, DE, FL, MD, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA