Financial Planning Associate
Guided Portfolio Manager
4th Floor
Boca Raton, FL 33432
toll free: 800-327-0146
fax: 561-393-6250
- Junior Achievement of South Florida
Professional Connection Board of Directors - Miami City Ballet
Host Committee
- Bachelor of Finance, 2002
Florida International University
Miami, FL
Accounting, 1998
Suffolk University
Boston, MA - Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Insurance Licensed
- Financial Planning Associate Designation
- Guided Portfolio Management Program
- Alternative Investments Cerification
- Smith Barney Advisor Certified
- Exchange Traded Funds Certification
- Unified Managed Account Certification
- Wealth Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Foreign Exchange
- Philanthropic Services
- Endowments and Foundations
- Cash Management
- Women and Company®
- Planning for Special Needs Individuals
- Structured Products
- 1999 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
Boca Raton, FL
- Estate planning can help reduce taxes and maximize the amount you can pass on to your heirs. If you would like to learn more, speak with us.
- Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
- The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.

