As an experienced financial advisor, I offer comprehensive and customized financial strategies to help meet my clients’ goals and grow their wealth. I truly enjoy working with my clients; whether developing trusted relationships by listening to and articulating their goals, facilitating honest conversations among family members, offering strategic investment guidance or engaging my cross functional team of experts, it is a privilege to help my clients build their desired legacy.
In addition, I am proud that my client and firm contributions have been recognized with the honor of a MAKER award at Morgan Stanley (2015) as well as with inclusion on the following rankings: Forbes Top 200 Women Advisors (2017-2018), Registered Rep Magazine’s Top 50 Wirehouse Women (2014) and the Financial Times’ Top 100 Women Financial Advisors (2014).
Furthermore, I am passionate about advocating for and empowering underserved communities. Serving on the board of iMentor for over 15 years has given me the opportunity to make a meaningful difference in the lives of inner city high school students. I have also held leadership roles with the NYC Police Foundation, The Lower Eastside Girls Club, and the St. Mary’s Hospital for Children in NYC.
I received my M.B.A from Harvard School of Business and my B.A from University of Virginia. At University of Virginia, I was an Olympic hopeful and earned All American in Atlantic Coast Conference and NCAA Championships in the 400 hurdles, high jump and 400 meter relay.
LA-1502922: Authorized to sell life/variable life insurance.
- Comprehensive Wealth Planning
- Pre-Liquidity Planning
- Open-Architecture Platform
- Manager Selection
- Risk Management
- Hedging Strategies
- Consolidated Reporting
- Proprietary Investment Opportunities
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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