With over 30 years of financial services experience it is very satisfying to watch my clients achieve their financial goals as a result of plans we have put in place. I take a "one-on-one customized approach" regarding client service, based on the specific goals, risk tolerance and needs of each client. My client commitment includes providing investment knowledge, personalized advice and strategies, objective guidance, consistent communications, extensive follow up and dedication as well as comprehensive strategies regarding long-term and short-term investment plans.
Background & experience
My educational background includes graduating from Rutgers, The State University of New Jersey-New Brunswick with my degree in Economics and Finance. I then earned my MBA in Finance and Economics at Fordham University in 1983.
Prior to joining Wells Fargo Advisors, I built my experience at Morgan Stanley as a Vice President, Financial Advisor and Estate Planning Consultant, Fidelity Investments as a Financial Advisor, and at Gibraltar Securities as a Financial Advisor. To continue developing my experience as a Financial Advisor, I earned my Estate Planning Certification from the American College.
As a Financial Advisor, I believe in providing a personalized approach that addresses the unique requirements of my clients. My focus involves all aspects of investment planning as well as asset allocation, estate planning strategies, retirement planning and college planning. My clients include individuals, corporations, corporate executives, non-profit groups, pension plans, trusts/estates and foundations as well as small businesses.
I have received a number of awards and honors including being featured, annually, as a Five Star Wealth Manager* in New Jersey Monthly Magazine for 10 years, 2014 through 2023. I have also received the Wells Fargo 2015 Diversity and Inclusion Champion** award.
2021 Wells Fargo Advisors Premier Advisor To earn the Wells Fargo Advisors Premier Advisors distinction, which is held by a select group of Financial Advisors within the firm, I was measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
I am a part of the Wells Fargo Advisors Ambassador Program consisting of financial advisors, managers and support team members who serve as a resource for home office groups to test and provide feedback on various concepts, technology enhancements and policies prior to implementation.
Away from the office
I have always been actively involved with various volunteer and charitable organizations. I was the President of the Business and Professional Women's Group, involved with local Chambers of Commerce and local Animal Shelters as well as my current position as Communications co-Chair with the Wells Fargo Women of Influence Committee. In addition, I have been involved with the community-based Relay for Life with the American Heart Association and Go Red for Women program.
I have also participated on panels and have been a guest speaker at numerous events and seminars including the Women's Empowerment Seminar Series and the New Jersey Women in Municipal Government, representing Wells Fargo Advisors as well as a presentation in 2021 on "Fundamentals of lnvesting" to the Wells Fargo Advisors Team Member Networks.
Currently I volunteer as a Co-Chair of the Wells Fargo Women’s Team Member Connection for New Jersey.
*Five Star Wealth Manager 2023. This award was issued on 12/01/2022 by Five Star Professional (FSP) for the time period 03/21/2022 through 10/18/2022. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as an RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com. 2022 Award issued on 12/1/21 by Five Star Professional (FSP) for the time period 04/12/2021 through 10/15/2021. 6380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers. 2021 Award issued on 12/1/20 by Five Star Professional (FSP) for the time period 3/30/20 through 10/23/20. 6123 New Jersey wealth managers were considered for the award; 459 (7 % of candidates) were named Five Star Wealth Managers. 2020 Award issued on 12/1/19 by Five Star Professional (FSP) for the time period 3/1/19 through 10/16/19. 6210 New Jersey wealth managers were considered for the award; 480 (8 % of candidates) were named Five Star Wealth Managers. 2019 Award issued on 12/1/18 by Five Star Professional (FSP) for the time period 3/21/18 through 10/12/18. 6097 New Jersey wealth managers were considered for the award; 477 (8 % of candidates) were named Five Star Wealth Managers. 2018 Award issued on 12/1/17 by Five Star Professional (FSP) for the time period 2/21/17 through 10/12/17. 4383 wealth managers were considered for the award; 415 (9 % of candidates) were named Five Star Wealth Managers. 2017 Award issued on 12/1/16 by Five Star Professional (FSP) for the time period 2/21/16 through 10/12/16 3,868 New Jersey wealth managers were considered for the award; 664 (18% of candidates) were named 2017 Five Star Wealth Managers. 2016 Award issued on 12/1/15 by Five Star Professional (FSP) for the time period 2/21/15 through 10/12/15 4143 wealth managers were considered for the award; 626 (15% of candidates) were named 2016 Five Star Wealth Managers. 2015 Award issued on 12/1/14 by Five Star Professional (FSP) for the time period 2/21/14 through 10/12/14 5063 wealth managers were considered for the award; 672 (13% of candidates) were named 2015 Five Star Wealth Managers. 2014 Award issued on 12/1/13 by Five Star Professional (FSP) for the time period 2/21/13 through 10/12/13 3315 wealth managers were considered for the award; 646 (19% of candidates) were named 2014 Five Star Wealth Managers.
**The Diversity and Inclusion Champion is given to team members for their service and commitment to the vision, values & goals of the Firm