Financial Advisor
Suite 600
Providence, RI 02903
toll free: 800-556-7757
fax: 401-861-2470
- Worcester Polytechnic Institute Venture Forum
Sponsor
Worcester, MA - Slater Mill
Board of Directors
Pawtucket, RI
- Bachelor of Science - Accounting, 1991
Bryant University
Smithfield, RI - Masters of Business Administration, 1997
University of Rhode Island
North Kingston, RI
- 2008 - Present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management
Financial Advisor
Providence, RI - 1999 - 2008: Merrill Lynch
Wealth Management Advisor
Providence, RI - 1995 - 1999: Fleet Financial Group
Accounting Manager
Providence, RI
- Asset Management
- Estate Planning
- Wealth Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Futures
- Lending Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Cash Management
- See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Monday Morning Musings (pdf)
Portfolio Strategist Digest (pdf)
Bond Market Monthly (pdf)

