As a dedicated Relationship Manager, I specialize in empowering high-net-worth clients to achieve their financial aspirations.
Leveraging expertise in investment management, trust and estate strategies, tax planning and multi-generational wealth planning, I help clients navigate the complexities of wealth. My goal is to craft personalized solutions that not only meet their immediate financial needs but also ensure a lasting legacy for future generations.
I am committed to fostering long-lasting client relationships built on trust, transparency and a strategic approach to wealth management.
My Experience
I transitioned to Fiduciary Trust International from Wilmington Trust, where I served as a Wealth Advisor. I held roles at People’s United Advisors and Gerstein Fisher since February 2012.
In these capacities, I collaborated with clients and prospective clients to comprehend their financial circumstances and objectives. Leveraging the firm’s expertise, I crafted tailored wealth strategies to assist them in achieving their financial goals. Additionally, I ensured that existing clients remained aligned with their financial plans by staying informed about any life or financial changes that might impact their strategy.
Education
- City University of New York at Queens College, B.S. in Computer Science
Financial Credentials
Certified Financial Planner (CFP)®
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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!