Qualifications
I am currently the Branch Director of RBC Wealth Management’s Burlington, Massachusetts office. I have been helping clients achieve their financial goals since 1984. I previously held positions as a Financial Consultant at Merrill Lynch and as a Branch Manager for UBS Financial Services.
I earned a Bachelor of Science Degree in Business Management from Southern New Hampshire University. I hold Series 7, 9, 10, 63 and 65 licenses as well as Life, Accident, Health and Long Term Care Insurance.
Personal
Born and raised in upstate NY, I currently reside in Westford, Massachusetts with my wife Kathy and son Gregory. When not volunteering, I enjoy traveling, skiing, golf, scuba diving and various other outdoor sports.
