Financial Advisor
I joined the financial services industry because of my desire to help people achieve their goals as well as make their lives better. As a fully registered Financial Advisor with UBS, I specialize in wealth management that includes investment advice, retirement planning, estate planning and education savings.
Prior to my career in this industry, I worked with AT&T for seventeen years. I am a Chartered Financial Consultant (ChFC®) and in addition to my financial career, I serve as a Major in the United States Air Force Reserve as a Medical Service Corps Officer (healthcare administrator). I earned an MBA from Syracuse University and a Bachelor of Science degree from the City University of New York.
Originally from Georgetown, Guyana, my family immigrated to the United States when I was eighteen and I proudly became a citizen in 2002. I currently reside in Winter Park FL with my wife, Mischa—a Certified Public Accountant and our two sons. I believe in staying very active in my community and volunteer with a local food pantry and leverage my experience as a healthcare administrator to volunteer at Shepherd’s Hope—a charity that provides healthcare for the uninsured. When not working or volunteering, my hobbies include playing competitive table tennis, photography and I enjoy spending time with my family.
Differentiators:
My clients choose to work with me for a few reasons.
My personal attention and holistic approach helps make them comfortable and simplifies their lives. They value my integrity and compassion.
12-4-2 Communication System.
I commit to speaking to my clients 12 times a year, provide 4 reviews per year, and meet with them twice a year
Education
Credentials
Financial Advisor
I joined the financial services industry because of my desire to help people achieve their goals as well as make their lives better. As a fully registered Financial Advisor with UBS, I specialize in wealth management that includes investment advice, retirement planning, estate planning and education savings.
Prior to my career in this industry, I worked with AT&T for seventeen years. I am a Chartered Financial Consultant (ChFC®) and in addition to my financial career, I serve as a Major in the United States Air Force Reserve as a Medical Service Corps Officer (healthcare administrator). I earned an MBA from Syracuse University and a Bachelor of Science degree from the City University of New York.
Originally from Georgetown, Guyana, my family immigrated to the United States when I was eighteen and I proudly became a citizen in 2002. I currently reside in Winter Park FL with my wife, Mischa—a Certified Public Accountant and our two sons. I believe in staying very active in my community and volunteer with a local food pantry and leverage my experience as a healthcare administrator to volunteer at Shepherd’s Hope—a charity that provides healthcare for the uninsured. When not working or volunteering, my hobbies include playing competitive table tennis, photography and I enjoy spending time with my family.
Differentiators:
My clients choose to work with me for a few reasons.
My personal attention and holistic approach helps make them comfortable and simplifies their lives. They value my integrity and compassion.
12-4-2 Communication System.
I commit to speaking to my clients 12 times a year, provide 4 reviews per year, and meet with them twice a year
Education
Credentials
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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