Investment Philosophy
My top priority is developing long term investment strategies for my clients. My approach is objective, well researched and unbiased, tailoring each plan to help enhance, grow and protect clients assets. My philosophy is based upon a strong client relationship centered around trust.
Business Philosophy
For many people, investing in the financial markets is both complex and intimidating. My approach to investing is based on identifying clients’ needs before any investment decisions are made. This process begins with creating a relationship and understanding my clients goals and objectives. My goal is to help find the smartest way for my clients to invest their assets and achieve all of their financial dreams.
About
- Lifelong resident of Howell, NJ
- Graduate of Ramapo College with a BS in Marketing & Business Management
- Joined AXA Advisors (Equitable) in 2012
- Hold FINRA Series 7, 63, 66, and 24; Life and Health Licensed; securities registered in DE, FL,
- NJ, NY, PA
- Hold IAR registration in DE, FL, NJ, NY & PA
- Avid golfer and sports fan
- Enjoys traveling and spending time with wife and two children
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)