We welcome the opportunity to help meet your financial goals and aspirations. For more than 20 years, clients have trusted The Winter Park Group at Morgan Stanley to advise them on comprehensive solutions to help them optimize, preserve, and pass on family wealth. As a Portfolio Manager, my team is ...more

We welcome the opportunity to help meet your financial goals and aspirations. For more than 20 years, clients have trusted The Winter Park Group at Morgan Stanley to advise them on comprehensive solutions to help them optimize, preserve, and pass on family wealth. As a Portfolio Manager, my team is qualified to independently manage client assets based on training, experience, and commitment to service. Under the Morgan Stanley Portfolio Management Program, on a fully discretionary basis, we identify and construct appropriate investment portfolios in accordance with clients' needs and objectives. Our investment services utilize one of the most customized approaches to portfolio management available in the investment industry today. Areas of Focus: Professional Portfolio Management, Municipal Bonds, Structured Settlement Annuities, Family Consulting, Executive Financial Services, Endowments and Foundations, and Alternative Investmentsless