With over 25 years in the investment advisory business and a portfolio manager in the UBS PMP program, I have a true understanding of creating investment portfolios that are unique according to an individual's personal financial goals. Communicating with my clients on a regular basis ensures that their portfolios are strategically designed to reflect their risk tolerance and their overall objectives.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI

Graduated in 1999 with Honors, B.A. in Business Administration with a Concentration in Marketing. With my focus in providing the highest level of client satisfaction, I am committed to UBS and working with Terry to ensure that every client is given the attention they deserve. I recognize the true importance of client service and provide resolution to questions and concerns in a timely and efficient manner.

Registered States:
NJ