As a Financial Advisor at Morgan Stanley for more than 27 years I have helped my clients plan for and manage their retirement goals and wealth management needs.I work with families, business owners and trustees to help them achieve their financial goals. Services I offer: -Financial Planning and Financial Goal Analysis -Retirement Planning -Traditional, Roth, Inherited IRAs -IRA Rollovers -Roth Conversions -Investments -Education Planning: 529 Plans -Estate Planning Strategies -Personal Trust -Life Insurance -Annuities 