As First Vice President and a Certified Financial Planner at Morgan Stanley- I am a member of a program that was established in 1979 to provide individual investors with a level of customized portfolio management typically reserved for major institutions. The wealth advisory services I offer are designed to meet the unique needs, risk tolerance and investment goals of a wide range of clients. Whether you are investing for retirement, a child's education or the wealth transfer of your estate to family heirs, I have over 10 years of experience and can help you create and manage a tailored investment program to help meet your needs.