As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth. You will have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Active manager of low cost passive index funds. Skills: ETFs, Wealth Management, Investments, Series 65, Education Funding, Fixed Annuities, Wealth, Fixed Income, Private Equity, Financial Planning, Insurance, Qualified Retirement Plans, Bloomberg, Investment Advisory Services, Options, Series 7, Retirement Planning, Buy-sell Agreements, Series 63, Finance, and Cash Management and Lending Solutions 