Investment Philosophy
Providing financial security to clients and their families is of primary importance. My goal is to help clients grow, protect, and preserve their assets with reduced risk by utilizing research, tailored investment instruments, and guidance throughout the planning process. My philosophy is centered upon long term perspectives and a disciplined approach.
Business Philosophy
As a financial professional, part of my job is helping ensure investment decisions aren’t driven by emotion. Investment goals should be set, attainable, and monitored. Decisions are made by using research, valuations, and historical data.The planning process takes time and commitment; both the financial professional and the client should set expectations and monitor progress. The process cannot thrive without a solid relationship between the two.
About
- Lifelong resident of Toms River, NJ
- Graduate of The College of New Jersey with a BA in English
- Joined AXA Advisors in 1999
- Nationally recognized at Equitable Advisors for work in employer sponsored markets
- Member of the Equitable Advisors Hall of Fame; Equitable Advisors Order of the Excalibur
- Hold FINRA Series 6, 7, 63, 66, and 24; Life and Health Licensed; securities registered in DE, FL, NJ, NY, PA, RI, SC, and VA
- Hold IAR registration in DE, FL, MD, and NJ
- Active in the community coaching basketball in TRBA and coaching football in the AYF
- Enjoys traveling and spending time with family
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)