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.
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.