About With over 35 years of experience in the financial services industry, I have developed a deep expertise in fixed income investment strategies and portfolio management. I have helped hundreds of clients achieve their financial goals by providing them with tailored solutions that match their ...more

About With over 35 years of experience in the financial services industry, I have developed a deep expertise in fixed income investment strategies and portfolio management. I have helped hundreds of clients achieve their financial goals by providing them with tailored solutions that match their needs, preferences, and risk tolerance. As an Investment Management Consultant at Fidelity Investments, I partnered with clients to educate them on asset allocation, Fidelity's research process, and the tactical and strategic management of their portfolios. I also collaborated with a relationship management team to retain and acquire assets and deliver on the needs of Portfolio Advisory Services clients. My mission is to create financial security and peace of mind for individuals and their families, by providing them with a high level of service that meets and often exceeds their expectations.less