Qualifications
I started my career with Merrill Lynch in early 2005. After successfully completing the rigorous training program, I was recruited to Smith Barney in late 2006. During the 2008-2009 financial crisis, Smith Barney merged with Morgan Stanley. At that point, I decided to rejoin Merrill Lynch. In 2010, I completed the extensive curriculum to earn my Chartered Retirement Planning Consultant® certification and throughout the years obtained the title of senior vice president – wealth management, senior financial advisor.
In November 2016, I was recruited and accepted a position with RBC Wealth Management – U.S. as senior vice president – wealth management, retaining more than 99% of my clients. And in January 2018, I was selected as a member of the firm’s senior portfolio manager – portfolio focus group because I am committed to creating and managing customized portfolios designed to meet clients’ individual investment needs, enhancing their professional knowledge and portfolio management skills; allowing me to maintain an excellent record of customer service.
Personal
Born and raised in South Park, Pennsylvania, I received a degree in business from the University of Arizona with a major in finance and a minor in accounting. I live in Canonsburg with my wife, Gina, and our three children, Nico, Mia and Luca.
