As a Financial Advisor, I can help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely advice and guidance — with the highest level of professional service — in building and preserving wealth for my clients.
Prior to moving my financial practice to Wells Fargo Advisors Financial Network in 2007, I worked at Smith Barney for almost a decade. My experience also includes positions with Hibernia Trust and Hibernia Investment Securities.
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