Market Information Delayed 20 Minutes
Associations
- Juvenile Diabetes Research Foundation
Past President
South Florida Chapter - Leadership Miami
Alumni
Services
- Asset Management
- Municipal Bonds
- Fixed Income
- Wealth Management
- Estate Planning
- Philanthropic Services
- Cash Management
- Qualified Plans
- Lending Services
Education and Licensing
- Bachelors - Finance
- Financial Planning Specialist Designation
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health, & Variable Insurance Licensed
Honors and Recognition
- Blue Chip Council
- President's Volunteer Service Award
Business Experience
- 2001
- Present: Morgan Stanley Smith Barney
Second Vice President
Coral Gables, FL
Bulletin Board
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