From 1996 to present, I have provided my personal knowledge and support to assist my clients with a range of financial objectives. As a Vice President financial advisor with Morgan Stanley I completed the firm's Graduate School Program in Estate Planning and Financial Planning. In addition, in 2001 following continued education, I received the designation of Retirement Planning Specialist. With that designation, I focus efforts on identifying appropriate retirement plans for companies. This involves keeping corporate clients abreast of legislative and industry reforms that are vital for retirement plan sponsors. Specialties: Commands a working knowledge of the various types of defined contribution and defined benefit plans as defined by the Department of Labor and ERISA. Also, has a network of qualified TPAs that allows for complete custom plan design for both private as well as public companies. 