at Morgan Stanley Smith Barney
P.O. Box 1095
South Burlington, VT 05402
toll free: 800-446-0193
fax: 802-860-1623
Corporate Client Group Director
Financial Planning Specialist
- Assistant Branch Manager
- Joined Morgan Stanley Smith Barney in 1998
- Series 7, 63, 65, 9, 10 & 31 Licensed
- Life & Health Insurance Licensed
- Volunteer for United Way Ronald McDonald House
American Diabetes Association
Financial Planning Associate
- Joined Morgan Stanley Smith Barney in 2007 after Working Locally on 401(k) Consulting
- Series 7 & 66 Licensing
- Life & Health Insurance Licensed
- BS - Business Administration
Saint Michael's College - Volunteer for the Chittenden County Humane Society
Toys for Tots
- Series 7 Licensed
- Started at Morgan Stanley Smith Barney* in 1996
- Focuses on All Levels of Client Service
