With over 25 years of experience in the wealth management industry, I am a Wealth Director at Fiduciary Trust International, a boutique firm founded by families for families. I hold the Certified Trust and Financial Advisor (CTFA) and the Charted Advisor in Philanthropy (CAP) credentials, which demonstrate my proficiency and dedication to fiduciary management and philanthropic planning.
My core competencies include intergenerational wealth transfer, exit strategies, financial planning, and family wealth management. I partner with affluent clients to preserve, protect, and transfer their wealth to future generations and/or charities, using customized strategies that align with their values and aspirations. Additionally, I play a key role in expanding Fiduciary Trust's presence in Fort Lauderdale, building on my prior success and reputation.
My Experience
I am a proven sales and marketing leader with over 25 years of experience in various roles, including community ambassador, philanthropist and growth strategist, supported by a nationwide network of strategic partnerships.
Education
- Villanova University, Bachelor of Science in Business Administration
- Certified Trust and Financial Advisor, The Institute of Certified Bankers
- Chartered Advisor in Philanthropy, The American College
Financial Credentials
- Certified Trust and Financial Advisor (CTFA)
- Chartered Advisor in Philanthropy (CAP)
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!
19
Nov
Dive into Philanthropy: A roundtable on strategic philanthropy
Cocktail & panel discussion at the International Swimming Hall of Fame
Space is limited, Inquire Here