Qualifications
With over 20 years of experience in the securities industry, I bring expertise in educating and offering advice to my clients to help secure their financial future. My deep understanding of fixed-income allows me the ability to design and create customized bond portfolios, providing my clients with a predictable income stream, limiting undue risk and taxes. I also have extensive experience in managing assets for corporate pension plans, as well as IRAs, Roths and other types of individual retirement plans. Since joining the firm, I have earned the firm's internal, professional designation of Accredited Wealth Manager (AWM). By attaining the AWM designation, I have demonstrated advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies. I have passed the Series 7 and 66 exams and am licensed to provide life, annuities, and long-term care insurance. I graduated from Manhattanville College in Purchase, NY with a Bachelor of Arts in economics.
Personal
I have been a Florida resident since 1979, but am originally from Westchester County, New York. My husband and I have two children. Our son Josh, has recently joined the parenthood club, giving me a wonderful grandson. Our daughter Trace, a recent University of Florida graduate is working in Social Media and traveling the world. I enjoy a wide variety of activities especially gardening, cooking and spending time with family.
