I am a senior vice president and financial advisor for RBC Wealth Management and based in Westport, CT.
Through RBC, my clients have access to a broad range of financial solutions. These strategic solutions align with your goals and priorities. They may include both the firm’s product and service offerings as well as those from third-party providers. As your financial advisor, I will work with you to identify appropriate investments that are specific to your needs and put RBC resources and perspectives to work for you.
I have more than 30 years of experience working as a financial advisor. I earned my bachelor’s degree in Economics from Trinity College. I have passed the Series 7, 63 and 65 securities exams and hold various state insurance licenses.
My husband, Michael, our five children and I currently reside in Wilton, CT.
- RBC Capital Markets, LLC 2008 - present
- Citigroup Global Markets 2001-2008
- Alex. Brown, DB Alex. Brown, Deutsche Banc Alex. Brown Inc 1992-2001