Like so many fellow Raleigh residents, I was born and raised in New York. I came to North Carolina to attend Duke University, receiving my BS degree in 1979. Shortly thereafter, I was commissioned a Second Lieutenant in the U.S. Marine Corps and served my country as an Infantry Officer. While serving, I married my devoted wife Lauren Steinman of Greenville, SC. I earned my MA in Management from Webster University while in the Marines and, in 1986, resigned my commission as a Captain and moved back to Raleigh, NC to begin my career as a Financial Advisor.
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Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
700 Spring Forest Road
Suite 200
Raleigh, NC 27609
Suite 200
Raleigh, NC 27609
tel: 919-877-2450
toll free: 800-648-5571
fax: 919-877-2500
toll free: 800-648-5571
fax: 919-877-2500
My Story
Being a Financial Advisor is all about building relationships with clients. By learning more about you and your needs, I am able to offer more personalized advice and service. Please read below to learn more about me.
EARLY HISTORY
FINANCIAL EXPERIENCE
Since 1986, I have been a Financial Advisor with Morgan Stanley Smith Barney. In 1997, I earned the CERTIFIED FINANCIAL PLANNER™ (CPF) designation. In 2000, I completed the Chartered Mutual Fund CounselorSM program. And in 2008, I earned the Certified Divorce Financial Analyst™ designation.
FAMILY MAN
Lauren and I were married in 1982. She has her Masters in Social Work (MSW) and has her own private practice here in Raleigh. Our three daughters are Jill, a senior at UNC-Chapel Hill, Jayme, a freshman at Appalachian State University, and Jenna, a sophomore at Sanderson High School.
OUTSIDE THE OFFICE
I am a dedicated husband and father. I support my wife’s career and my girls’ academic efforts. I am an avid reader and I would be happy to recommend some of my favorites that have inspired me personally and professionally.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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