After graduating in 1985 from Siena College with a BS in finance, I spent many years as a Senior Executive in the municipal bond industry, managing the bond department at Prudential Securities, followed by senior management positions at First Albany Capital and Bear Stearns and Co. In 2008, I transitioned to the advisor side of the finance industry, at Morgan Stanley for 8 years, and presently at Merrill Lynch & Co. in Montvale, NJ since October, 2016. I am proud to have earned the designations of both CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CHARTERED RETIREMENT PLANS SPECIALIST℠. I also hold series 7, 31, 53, and 66 licenses which are Finra registrations, as well as Life and Health Insurance producer licenses.
Community Involvement: Volunteering and community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and assisting local organizations.
- Borough of Oradell, New Jersey - Councilman
- St. Francis Desales School for the Deaf, Brooklyn, NY - Board Member
- St. Anthony Scholarship Foundation - Board Member
- Oradell Rotary Club - Member, past President
- Childrens Aid and Family Services - Former Member, Financial Advisory Board
- Oradell Kids Foundation - past President 2002-2010
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
