at Morgan Stanley Smith Barney
42nd Floor
Philadelphia, PA 19103
toll free: 800-233-1414 ext. 6140
fax: 215-854-6125
Portfolio Management Director
Financial Planning Specialist
- BBA, 1969
Temple University
Philadelphia, PA - Financial Planning Specialist Designation
Smith Barney - Whole Life/Term Insurance Licensed
- Long Term Care Insurance Licensed
- Member - Tavistock Country Club
Senior Investment Management Consultant
Financial Planning Specialist
- BA, Marketing & Management 1998
University of Delaware
Newark, DE - 1998 - present: Morgan Stanley Smith Barney*
Financial Advisor - CERTIFIED FINANCIAL PLANNER
- Certified Investment Management AnalystSM
- Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Series 63 - Uniform State Exam
- Series 31 - Managed Futures & Commodities
- Blue Chip Council 2006 - 2008
- Life, Health & Variable Annuities Insurance Licensed
- Financial Planning Specialist Designation
Smith Barney
Portfolio Manager/Financial Advisor
Financial Planning Specialist
- BS, 1994
West Chester University
West Chester, PA - 1994 - present: Morgan Stanley Smith Barney*
Second Vice President - Wealth Management - Series 7 - General Securities Representative
- Series 65 - Investment Advisory Agent
- Series 63 - Uniform State Exam
- Financial Planning Specialist Designation
- Whole Life/Term Insurance Licensed
- Industry experience since 1993
- 3 Years of Service
- Series 7- General Securities Representative
- Series 66- NASSA Uniform Combined State Law Examination
- Licensed in CA, DE, FL, MD, NJ, NY, PA, and WA
