My practice is built upon the principle of serving fewer clients, not more. I also believe that the critical components of long-term financial success are found in planning, integrity, and discipline. As a Financial Advisor with these principles, I go far beyond providing investment advice. The right investments matter, but a great investment program comes from knowing you. We will have conversations you might not expect from a Financial Advisor, having less to do with the arcane details of asset allocation strategy, and more to do with the details of your life. Only then can we help develop the wealth management strategies aimed at helping you grow and preserve your wealth.
- Worcester Polytechnic Institute Venture Forum
Board of Directors
Worcester, MA - Slater Mill
Board of Directors
Pawtucket, 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
- 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
Financial Advisor
Providence, RI - 1999
- 2008: Merrill Lynch
Wealth Management Advisor
Providence, RI - 1995
- 1999: Fleet Financial Group
Accounting Manager
Providence, RI
See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
You can access your investment accounts by clicking on Log On To Your Portfolio on the right-hand side of this page.
I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.




