My mission is to help maximize my clients' financial confidence by helping them identify and work toward achieving their most important financial goals utilizing a consistent step-by-step process.
As part of one of the Equitable Advisors top financial services team, I provide customized financial planning and wealth management strategies at a high level of service and capabilities. As my clients' needs and circumstances evolve and economic conditions change, they can be sure that I will be there to assist them in reviewing and maintaining their goals and objectives.
Furthermore, by leveraging the wealth of knowledge and resources made available by Equitable Advisors, I am determined to provide dependable service in:
- Wealth management strategies
- Financial planning
- Retirement income strategies
- Risk management and family protection strategies
- Tax efficient strategies
- Children's education planning
- Estate planning strategies
In order to help my clients, I use a specific step-by-step process that engages my clients to specify their goals and ambitions. We will work together to:
- Discover and help explore each clients' unique financial goals and driving emotions that dictate their future
- Identify a strategy as a foundation for future discussions and prioritize all goals
- Perform an in depth "big picture" analysis using state of the art financial planning software called "Profiles Forecaster Tool" as a snapshot to survey each client's financial situation
- Discuss potential recommendations based upon suitability to client's financial situation and investment objectives
- Employ a consistent client review structure to review performance and make any necessary adjustments
By leveraging this step-by-step process, my clients and I are able to walk down a path toward a sound financial plan and an investment strategy that fits within their overall goals. As part of my value proposition, I have various networks with CPAs, CFPs, and Trust & Estate attorneys to whom I refer my clients.
After working together, one can find that they have more confidence in their financial future as they will have a clear understanding of their investment and insurance strategy.
I currently hold my FINRA series 7 and series 66 registrations.
I look forward to working with you to take control of your financial future.
My Background, Qualifications, and Unique Characteristics:
Originally from a town called Little Silver in Monmouth County, New Jersey, I grew up in a household where my father enjoyed a prominent role in our community as a financial advisor. It became apparent to me that my father was able to increase his clients' quality of life by increasing their ability to be financially secure and confident. Having always had a burning desire to help others, I knew my passion would be to do the same and to create lasting relationships through financial services.
During my high school days, I spent most of my summers playing golf at the local country club and playing basketball. After high school, I attended Gettysburg College in South Central Pennsylvania where I majored in Management and minored in French. During my junior year, I was fortunate enough to study abroad in the South of France in a town called Aix-en-Provence. While in Aix, and coincidentally only months away from my first professional experience as intern at Equitable, I was delighted to see Equitable Group* presence in this small town and throughout France and Europe. After graduating from Gettysburg, I worked at Equitable's headquarters location for several years before becoming an Equitable Advisors, financial professional. While working there, I gained an appreciation for the corporate strategy behind the company. Also during this time, I was able learn from some of the best Equitable Advisors financial professionals, gain an understanding for the financial products and services, and hone my ability to offer innovative financial strategies to my clients.
Today, I am grateful to have a fulfilling and rewarding career by providing my financial experience, advice, and attentiveness to many families in and around the greater New York City region.
I pride myself on my intangibles and upon the relationships that I have built with my clients. There is nothing more important to me, and my success, than the trust and relationships I have with them.
I currently reside in midtown Manhattan, just a short walk from the office which is located right by Rockefeller Center.