As a Financial Advisor with the Citrus Group at Morgan Stanley, my team and I take A Disciplined Approach to Your Wealth Management. The Citrus Group process begins with a thorough understanding of our clients goals and dreams. With this foundation, we will create a written financial plan that outlines each of our clients major life goals and the means to help achieve them. Our team works through a detailed wealth management checklist to help ensure major issues including asset allocation, investment selection, financial and retirement planning, liability management, wealth and estate planning strategies, asset preservation and risk management are reviewed and addressed. Our team delivers exceptional client service and utilizes an organized system to ensure that our clients receive regular and meaningful communication about their progress towards their goals. We take a different approach to asset management focusing on preservation of assets and risk management and we utilize a proprietary algorithm and technical analysis to manage custom blended portfolios. We work with retirees, executives, institutions and business owners. The Citrus Group is proud to be a part of Morgan Stanley, a leader in financial services. If you are looking for an experienced financial advisor or if you are not happy with the level of service, communication and performance you are receiving from your current advisor or if you are concerned about how volatile markets may negatively affect your assets, you should talk to us. 