Senior Vice President–Wealth Management
Financial Advisor
California University of Pennsylvania, BA Political Science; University of Pittsburgh, MBA Finance; 15 year career at UBS, 27 year career at Merrill Lynch; NASD Series 7, 8, 24, 55, 66, Life Insurance
Senior Vice President
Financial Advisor
Northland College, BS Economic Policy; 15 year career at UBS, 17 year career at Merrill Lynch; NASD Series 7, 63 & 65, Health & Life Insurance, Chartered Retirement Planning Consultant
Credentials
Director
Financial Advisor
James Madison University, B.B.A Business Marketing; 12 year career at UBS; NASD Series 7, 66, 79, CERTIFIED FINANCIAL PLANNER™ professional
Credentials
Client Associate
Kean University, BS Management Science; 15 year career at UBS, 10 year career at Merrill Lynch; NASD Series 7 & 66
Senior Registered Client Associate