A seasoned professional with 40 years of finance and wealth management experience, Dave is the founding partner of The Tiffany Group at Morgan Stanley. He is dedicated to providing highly customized strategies to retirees and individuals planning for retirement, primarily with corporate executives of major pharmaceutical companies. Daves extensive financial services background enables him to help his clients understand the intricate details of their personal wealth. His disciplined approach focuses on helping them simplify their financial lives, while aligning their personal finances with their most important values and goals, which often include: Planning for a successful retirement Integrating retirement assets and company benefits into an overall investment strategy Managing a life-changing event with confidence Tax Minimizing Strategies Diversifying highly concentrated positions A graduate of Rider College, Dave became a CERTIFIED FINANCIAL PLANNER (CFP) in 1998. As a highly experienced and credentialed advisor, Dave focuses on developing financial strategies for his clients that are well suited to meeting their specific needs. His clients appreciate his ability to help them make well-informed decisions and maintain the discipline necessary to navigate the most challenging of markets. He takes pride in helping them oversee and manage their finances, so they can take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them. Areas of Focus: Financial planning, professional portfolio management, 401(k) rollovers, stock option plans, structured products, 529 plans, trust accounts, life insurance, long-term care insurance, and corporate retirement plans.