Insight-based advice

I aim to understand clients complex needs and objectives and to offer customized solutions for their goals. I work diligently to stay abreast in a continually challenging global environment so that I may offer my clients the best solutions for their wealth management.  I work to build my business through trust, honesty, integrity and dedication.  My passion is the financial industry and I try to be better every year at what I do and adapt to our changing environment.  I always have welcomed being in the forefront of women's advancement in the field of financial advising.    My clients span three generations and some four,  as I work to achieve above average investment return with a focus on wealth management.  Many of my clients have been with me for over twenty five years.  My global travels provide me with a special perspective on an international scale. 

EXPERIENCE TO GUIDE YOU FORWARD

Most of my clients prefer to build portfolios of individual stock across sectors, following recommended percentage weightings in each issue as well as sectors. A client's age and risk tolerance is carefully considered in my recommendations.  Ideas are garnered from our two research departments – Wealth Management and Institutional/Investment Banking as well as other outside research ideas.  A laddered approach to municipal or taxable bonds is followed.  A client's portfolio and performance are carefully monitored on a quarterly or more frequent basis. Also, for further diversification of investments, or client preference, I offer a choice of managed discretionary advisory programs.  Additionally, I encourage financial goal analysis plans directed at liquidity, longevity, and legacy.