As a licensed investment professional since 1992, my goal is to implement wealth management and income and preservation strategies for corporate, non-profit and individual clients using tactical asset allocation and relative strength strategies. I structure and oversee customized investment plans, education plans and insurance plans for families. I am responsible for our corporate and non-profit retirement plan businesses and am a member of the Bush Natishan Group at Morgan Stanley since 1990. You can find information about the group as well as current and relevant financial topics on our website: http://fa.morganstanley.com/thebushnatishangroup/ Key Skills: -Series 7 -Series 63 -Series 65 -Wealth Management/Investment Advisory -Wealth Preservation -Retirement Planning -Financial Planning -Life Insurance -Long Term Care -Disability Insurance -Stocks -Fixed Income -Certificates of Deposit -401(k) -Business Retirement Plans -Mutual Funds -ETF's -Estate Planning Strategies -Cash Management and Lending Solutions 