I began my career in 1996 at Merrill Lynch Wealth Management in New York City, later transitioning to Morgan Stanley in 2008. Returning to Merrill in 2016, I'm a Senior Financial Advisor and Senior Vice President in the Yardley, PA branch office. I guide wealthy families and businesses through a goals based wealth management process to help them achieve their desired results. This process starts by understanding a client's goals, dreams and time horizons as well as their comfort level with investments. In addition to holding all the requisite securities and insurance licenses, I've earned certification as a CERTIFIED FINANCIAL PLANNER practitioner as well as the Chartered Retirement Plans Specialist designation. My team at Merrill Lynch Wealth Management provides the highest level of tailored service, taking the time to develop long-term and trusting relationships. We Take pride in being very responsive to every query and truly enjoy the relationships we develop with our clients. Born and raised in South Jersey, I earned a Bachelor of Science degree from Rutgers University. My wife and I, and children, Matthew and Nicole, have called Yardley, Pennsylvania home since 2004. Outside of the office, I previously served on the Board of a local nonprofit organization, enjoy martial arts and participating in triathlons, and spending time with my family while coaching our children in a few sports. I'm also an adjunct professor at Temple University teaching a Financial Planning class in the MBA program of the Fox Business School. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Plans Specialist, CRPS, and the CRPS logo, and the certification marks Chartered Retirement Plans Specialist, CRPS, and the CRPS logo.