For more than two decades, I have run a successful financial planning based practice that includes a focus on designing, constructing, and actively managing sophisticated multi-strategy global investment portfolios that seek to match or outperform the results from corresponding indexes or benchmarks over the long term with lower beta or volatility parameters. Over the years, I have worked very closely with business owners, physician business owners, retirees, and fiduciary trust clients. Through this time, I have developed a deep knowledge and understanding of the specific challenges and opportunities that come with your various stages of financial success. This experience equips me to help you navigate the changing landscape of your financial lifefrom developing and then growing your finances or business all the way through to selling or exiting and transitioning to retirement. My financial planning-based approach to wealth management takes into account every aspect of your financial life, so you can make educated, confident decisions that can help lead to a higher probability of achieving long-term financial success. Prior to joining Morgan Stanley in 2016, I was a Senior Vice President and Private Financial Advisor at SunTrust Private Wealth. Earlier in my career, I was a Vice President and Area Investment Manager at Citicorp Investment Services, and I began my career on Wall Street as an investment banker. This diversity of financial industry exposure gives me a lens that allows me to leverage a powerful combination of institutional, portfolio management, financial planning and wealth management experience to the benefit of my clients. I have lived in Naples, Florida for over 12 years. 