As a Managing Director – Investments and Private Wealth Financial Advisor with over 27 years of experience, I bring a disciplined and sophisticated approach to wealth management. I am a CFA® charterholder and can offer advanced knowledge in investment analysis and portfolio management, grounded in the highest standards of integrity, rigor, and ethical practice.
Working with a Private Wealth Financial Advisor
I follow a thoughtful, client-centered philosophy that draws on the expansive resources and expertise of Wells Fargo Advisors and its affiliates to design comprehensive wealth strategies. As a Private Wealth Financial Advisor, I provide holistic, highly personalized guidance to high-net-worth individuals, families, foundations, and institutions. I also work closely with Wells Fargo specialists to offer clients access to a broad range of services—including wealth planning and transfer strategies, customized lending solutions, investment management, philanthropic guidance, retirement planning, family governance, fiduciary services, and more.
Access to a Network of Specialists
By transitioning my practice to Wells Fargo Advisors, I am able to provide you with access to a wide range of elevated services. From custom credit solutions to specialized resources offered through Wells Fargo Bank, N.A., I can help connect you with the right tools and expertise to help ensure a seamless wealth management experience. The goal is to provide you with the convenience of coordinating your financial life through a single point of contact.
Wells Fargo Wealth & Investment Management (WIM) is one of the country’s leading providers of financial and investment services. Working together with an array of products, services, and specialists, I ask the questions that can help uncover the ever-changing complexities and values that impact the story of your wealth.
Your Financial Universe
Wells Fargo Wealth & Investment Management (WIM) is one of the country’s leading providers of financial and investment services. Working together with an array of products, services, and specialists, I ask the questions that can help uncover the ever-changing complexities and values that impact the story of your wealth.