I can help you define a cost effective strategy to meet your goals, delivering from a vast array of resources that will be most appropriate. You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. I bring to my clients experience, intellectual capital and dedicated service with a personalized investment strategy. _Alternative Investments -Exchange Traded Funds -Access to Lending Services -Wealth Management -Retirement Planning -Financial Planning -Municipal Bonds -Equities -Cash Management -Life Insurance -Estate Planning Strategies -Planning for Education Funding -529 Plans -401(k) Rollovers -IRA Plans