After 25+ years of representing top institutional asset managers predominantly from New York City I am happy to join Edward Jones to bring my knowledge of investments and financial planning to my local community.
I chose Edward Jones because I wanted a professional firm with a robust ...
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After 25+ years of representing top institutional asset managers predominantly from New York City I am happy to join Edward Jones to bring my knowledge of investments and financial planning to my local community.
I chose Edward Jones because I wanted a professional firm with a robust infrastructure, investment research and a fiduciary and compliance culture. To best serve my clients, I use an established process to build personalized financial strategies designed to achieve each client’s unique goals. Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones we care about, I take the time to identify each goal and develop a strategy to address it.
Once strategies are put into action, I monitor progress and maintain regular communication to help keep my client’s long-term investment strategies on track. Additionally, I collaborate with CPAs, estate professionals and other relevant professionals for you while always respecting client confidentiality.
I am honored to serve a diverse portfolio of clients, from retirees and new investors, to multigenerational families and business owners. In partnership with my Branch Office Administrator, Pamela Jarvis, we strive to deliver exceptional client service while promoting a welcoming atmosphere.
Personally, I enjoy hiking and cross country skiing with my wife of 30+ years, Joan, and our three sons. I am an Adirondack 46er (#6569) and have a few marathons under my belt, including the Lake Placid Marathon.
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