Investment Philosophy
“A customer is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so.”
–Mahatma Gandhi
Business Philosophy
As a financial professional, my focus is on employer-sponsored markets and helping my clients build a custom plan from the ground up. I provide comprehensive financial services for the public sector with a focus on municipal government employees. I make a point of understanding the needs of each client, including the municipality’s specific benefits, so I can provide a customized financial analysis for every individual.
About
- Graduate of the University of North Carolina Wilmington with a Bachelors degree in Finance
- Experience in the financial services industry since 2000 with an emphasis on equity trading at Andover Brokerage
- Joined AXA Advisors in 2001
- Hold FINRA Series 7, 66 registrations; Life and Health Licensed; licensed to serve clients in NJ, PA, SC, FL, NC, GA, and NY
- Member of the Equitable Advisors Hall of Fame; member of the Retirement Benefits Group, is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
- Resides in Toms River and enjoys sports, travel, and spending time with friends and family
- CA Insurance Lic.# 4084849
Financial professionals of Private Wealth Strategies offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Insurance Agency of Utah, LLC in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or respond to inquiries, only in state(s) in which they are registered and/or licensed. The information on this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Private Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-148262 (6/15/20) (Exp. 06/24)