With more than 28 years of experience in the financial service industry, I am dedicated to helping my clients meet their financial needs. Backed by the vast resources of Raymond James, I am fully invested in my clients.
I graduated from St. John's University with a Bachelor Degree in Business Management and worked as a branch manager with Fleet Bank before joining Wells Fargo (formerly Prudential) in May of 2000. I take pride in working for a firm that puts clients first, which attracted me to Raymond James. I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Whether you are planning your retirement, saving for your children's or grandchildren’s education, or looking to preserve your wealth, I can help.
My passion is to make a difference in the lives of my clients and in my community. With that in mind, I take the time to listen and develop recommendations that will strive to best suit my client’s needs and risk tolerance and monitor results. These plans include establishing goals, determining suitable investments, integrating insurance and providing access to lending and banking services and helping to establish a legacy.
Active in my community, I have been awarded The Long Island Business News 40 under 40 Award in 2007 and was honored by Child Abuse Prevention Services with their Rising Star Award, and most recently the New York State PTA Advocate in Action award for my work as PTA President. Additionally, I have volunteered my time for many other organizations including The American Heart Association and Habitat for Humanity.
Lending Services provided by Raymond James Bank, a Florida-chartered bank affiliated with Raymond James Financial Services.
Raymond James is not affiliated with the above organizations and/or charitable causes.