My Background
With over 20 years of experience in financial services, I support individual and institutional investors in meeting their specific financial needs.
I am dedicated to a process of seeking first to understand each client's unique situation and then develop investment plans around their long term goals and risk tolerances. My experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.
Institutional clients work with me as they seek access to capital market products and services and, specifically, fixed income products and services. Our institutional offerings include access to our equity syndicate calendar including preferred securities, new bond issues and initial public offerings (IPOs). It also includes access to research from Wells Fargo Securities.
The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you'll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact, me. It's a distinct advantage of working with one the world's premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to various products and services through Wells Fargo banking and lending affiliates to help you meet your other financial needs.
Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association