As a Senior Vice President and Financial Advisor for The Falcon View Group at Morgan Stanley, I bring insight earned through more than four decades navigating clients successfully through market changes and evolution. Working alongside my clients as a valued advisor, I develop tailored strategies that help individuals, families, and businesses reach their financial aspirations. A second-generation Financial Advisor, I genuinely enjoy listening to my clients, understanding their needs, and designing plans that help ensure the best possible outcomes. I believe client success can often be attributed to two factors: correct asset allocation and manager selection. Prior to joining Morgan Stanley, I was a Senior Vice President of Wealth Management with UBS for more than 30 years. Many of my client relationships span more than 30 years and include multigenerational family interactions and connections. As a parent, food & wine aficionado, and travel enthusiast, I understand the need to align financial planning and wealth management with lifestyle goals and long-term aspirations. By distilling complex information into practical recommendations, I empower my clients to make well-informed decisions, remain on the correct path, and avoid costly mistakes along the way.