Scottsdale, AZ 85255
toll free: 800-259-8946
fax: 480-502-4837
- Bachelor of Science
Northern Arizona University - ACCREDITED ASSET MANAGEMENT SPECIALISTSM
College for Financial Planning
Scottsdale, AZ - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Health, Life, Disability & Long-Term Care Insurance Licensed
- Business Networking International
Membership Committee
Scottsdale, AZ - ACE in Business
Member
Scottsdale, AZ - Scottsdale Chamber of Commerce
Member
Scottsdale, AZ
- Present: Morgan Stanley Smith Barney*
Financial Advisor
Scottsdale, AZ - Edward Jones Investments
- Asset Management
- Wealth Management
- Financial Planning
- Fixed Income
- Qualified Plans
- Retirement Planning
- 529 Plans
- Qualified Retirement Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Professional Portfolio Management
- Exchange Traded Funds
- Corporate Retirement Plans
- 401k Rollovers
- Defined Contribution Plans
- Insurance Services
- Certificates of Deposit
- Annuities
- Life Insurance
- See Special Reports for the October On the Markets featuring "A Virtuous Cycle”. A virtuous cycle has emerged, supplanting that vicious cycle of the past year, whereby financial conditions and economic activity have improved simultaneously to become mutually reinforcing influences. Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard examine this important development. Also featured "Too Far Too Fast?” Emerging markets equities are up 60% so far this year and have doubled since their year-ago lows. Emerging Markets Strategist Barbara Reinhard weighs fundamental, valuation and investment sentiment to see if these markets have gone too far too fast.


