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My Qualifications

I am a licensed financial advisor with a broad experience in all aspects of investment planning. I specialize in helping individual and institutional clients plan for their financial needs including retirement planning, investment estate planning, and education planning.

Being affiliated with Wells Fargo Advisors enables me to offer access to one of the broadest range of financial products and services available – including investment planning, asset management, equity research, portfolio strategy, wealth management strategies, a varied assortment of mutual funds and annuities, access to trust services, and investment banking expertise through Wells Fargo affiliates.
 
In addition, I am able to provide you access to a full range of lending and banking products, such as residential, home equity financing, securities-based lending and credit cards, through affiliates of Wells Fargo to help meet your short- and long-term financing needs.

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Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

This information is intended for use only by residents of (CA, FL, GA, LA, MD, NV, SC, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2019 Wells Fargo Advisors. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

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Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.
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