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Financial executive with broad experience in all aspects of financial planning, estate planning and college planning. Direct experience with stocks, bonds, mutual funds, 144 transactions, venture capital and investment banking.
My Mission Statement:
For My Clients I will provide personalized, market focused investment advice and services to individual and institutional investors supported by research, trade execution, origination, asset management and administrative services.
I will always place my client first by providing superior service, conducting our business in accordance with all governing laws and with the best practices of my industry.
For my colleagues I will create and
maintain an environment in which professionalism, entrepreneurship, innovation, service and accountability are encouraged and rewarded.
Specialties:Financial Planning, 144 Transactions, Corporate Finance, Investment Banking, Private Placements, Wealth Preservation, College Planning, Retirement Planning, Stocks, Bonds, Mutual Funds, Insurance, Annuities
Licensed Securities Broker.
Bonds, Mutual funds, Stocks - long
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