12th Floor
Albany, NY 12207
toll free: 800-541-0601
fax: 518-463-1354
- Columbia County Chamber of Commerce
- Crane Soccer
St. James Roman Catholic Church - St. John's CYO Basketball
- Greene County Chamber of Commerce
- Human Rights Campaign
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- New York State Insurance Licensed
- BA - English Writing, 1981
Northwestern University
Evanston, IL
- 2007 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Albany, NY - 1988 - 2005: Astra Zeneca Pharmaceuticals
PSS / Hospital Sales / District Sales Manager
New York, NY
- LGBT Planning Services
- Asset Management
- Estate Planning
- Wealth Management
- Alternative Investments
- Financial Planning
- Fixed Income
- Lending Services
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Cash Management
- Women and Company®
- Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
- Ask me about Women & Co.® , a community of savvy women who appreciate that there’s always more to learn about managing money and creating wealth. Women & Co. is a program offered by Citi to clients of Morgan Stanley Smith Barney, and provides objective education and access to current financial thinking. Visit www.womenandco.com.
- You may know others who would benefit from receiving the breadth of advice they and their wealth deserve. As someone who understands the value of working with a trusted advisor, we invite you to introduce your family, friends and business associates to our services.
Equity Market Daily (pdf)
Portfolio Strategist - A Weekly Guide for Investors (pdf)

