Wells Fargo Advisors, LLC.
Financial Advisor, Senior Vice President- Investment Officer
In addition to twenty years of managing investments across global markets and helping clients design wealth distribution plans; I am committed to critical skill development and have earned the following designations:
CERTIFIED FINANCIAL PLANNER™ ,
Chartered Retirement Planning Counselor®,
Chartered Advisor in Philanthropy®.
I have attended post-graduate seminars in Investments and Risk Management at the following business schools:
Harvard Business School,
Irwin Graduate School of Business,
Stanford Graduate School of Business,
Stern School of Business, and
Wharton School of Business.
Serving as the leader of the advisory team I work closely with my clients’ other professional advisors to help integrate their investments with their tax and wealth distribution plans.
I provide discretionary asset management that allocates investments across all four asset classes; equities, fixed income, currencies and commodities. My strategy seeks to find favorable opportunities in all market conditions.
I help my clients align their investments with their social policies.
I have been recognized by Wells Fargo Advisors as a Premier Advisor, a distinction reserved for a select group of Financial Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.
As a PIM Portfolio Manager it is my duty to serve in a Discretionary Relationship with my clients. Only a limited number of the firm’s financial advisors have met the rigorous standards of portfolio management experience, advanced education and ethical standards needed to serve in this capacity.
A select client base and a commitment to customization afford my clients a unique service experience.