Qualifications
With more than 20 years of experience in the financial services industry, I have worked for several prominent firms including Prudential Securities and AG Edwards. Currently I hold the Series 7, 9, 10, 63, and 66 licenses. I have also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning, insurance solutions and advanced investment strategies. Furthermore, I am a member of the RBC Wealth Management Consulting Group, a group committed to a consultative-based investment practice.
Personal
I reside in Sharon with my wife, Gail and two daughters, Adrienne and Jacqueline. Being a firm believer of community involvement, I am currently an elected member of the Sharon Planning Board in addition to being appointed to the Capital Outlay Committee and Sharon Rotary Club. I am also on the Board of JFS of Metrowest.
