As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- United States Army Veteran
First Lieutenant - Rotary International - Vice President, President
Longmeadow, MA Chapter - Massachusetts Society for the Prevention of Cruelty to Animals, MSPCA, Angell Memorial - Advisory Board Member
- Springfield Chamber of Commerce
- University of Rhode Island Alumni Association
- Rotary International
District 7890
Nominating Committee, Grant Committee - Springfield Symphony Hall and Civic Center
Commissioner
Springfield, MA - Commonwealth Opera of Western MA
Executive Board member, Planning Committee, Major Gifts - Kidds Day
Springfield MA Chairperson - Rotary District 7890 Liason to the District Foundation Chairperson for 65 Clubs in District
- Professional Portfolio Management
- Retirement Planning
- Estate Planning
- Wealth Management
- Lending Services
- 401k Rollovers
- Long Term Care Insurance
- Fixed Income
- Family Consulting
- Corporate Pension Funds
- Qualified Retirement Plans
- Alternative Investments
- Education Planning
- Exchange Traded Funds
- Corporate 529 Plans
- Defined Contribution Plans
- Structured Products
- Annuities
- 529 Plans
- Certificates of Deposit
- BS - Chemistry,
University of Rhode Island
Kingston, RI - Consulting Group University Graduate
- Portfolio Management Office Coordinator
- Guided Portfolio Management Program
Smith Barney - Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Accident Insurance Licensed
- President's Council - Morgan Stanley Smith Barney
- Century Council - Morgan Sytanley Smith Barney
- 15 Year Loyal Service Award - Morgan Stanley Smith Barney
- Rotary International Paul Harris Fellow 2006
- Longmeadow, MA Rotarian of the Year Award 2005
- 1994
- Present: Morgan Stanley Smith Barney
Senior Vice President
Springfield, MA - 1987
- 1994: Kidder Peabody, Inc.
Vice President
Springfield, MA - 1966
- 1987: The Sound Company
President / Owner
Springfield, MA, Providence, RI
Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a plan for achieving the retirement you envision.
See Market Insights for the May On the Markets from the Global Investment Committee featuring
• "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?• "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.
• "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.
Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.
We are pleased to announce that Amy Allen was among the "Best of the Best" Financial Advisors, one of the only 4 from the State of Washington, attending Barron's Winner's Circle Top Women Advisors Summit. For details on the methology and criteria, see In The Press.
