33 years in the Financial Services industry, has crafted my unique ability to understand my clients values and goals. Having a successful tenure in banking and wealth management, this experience has created the perfect foundation for developing meaningful relationships and long-term client satisfaction. Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/Individual/Summary/5634818 Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 