An experienced Financial Advisor, Certified Investment Management Analyst® and Portfolio Manager with Morgan Stanley in Dallas, Texas, I serve the diverse and often complex wealth planning needs and legacy goals of my high- and ultra-high-net-worth clients. Among them are successful professionals, ...
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An experienced Financial Advisor, Certified Investment Management Analyst® and Portfolio Manager with Morgan Stanley in Dallas, Texas, I serve the diverse and often complex wealth planning needs and legacy goals of my high- and ultra-high-net-worth clients. Among them are successful professionals, entrepreneurs and senior corporate executives, many of whom are pillars in the Dallas community. I also serve endowments and foundations. Many of my clients have been working with me for as long as I’ve been in the securities industry, and it is a privilege to now be guiding many of their children and grandchildren.
By keeping my practice limited to a select number of clients, I am able to deliver an extraordinary level of attention and service, including the myriad white-glove services my clients deserve, while leveraging the global resources of Morgan Stanley, one of the world’s most respected financial institutions.
As a strong believer that a knowledgeable investor is a confident investor, I take the time to educate my clients in easy-to-understand language about the many opportunities available to them and how to best capitalize on those opportunities to help achieve their life goals.
Born in Philadelphia and raised in Dallas, I’ve made Texas my home for more than two decades. When I’m not working, I enjoy cooking and spending time with my wife and two daughters. We also have pointing dogs that are just as much part of our family.
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