Senior Vice President–Wealth Management
Financial Advisor
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Education
Senior Vice President–Wealth Management
Financial Advisor
Education
Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™, I emphasize the importance of a well-rounded financial plan as well as aid clients in areas such as income tax planning, estate planning, and retirement planning. Our team focuses on working with our clients to develop individualized, goal-based financial plans.
I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.
I reside in Smithtown with my husband and daughter.
Education
Credentials
Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™, I emphasize the importance of a well-rounded financial plan as well as aid clients in areas such as income tax planning, estate planning, and retirement planning. Our team focuses on working with our clients to develop individualized, goal-based financial plans.
I hold Series 7 and 66 as well as Life, Health and Variable Annuities Licenses.
I reside in Smithtown with my husband and daughter.
Education
Credentials
Senior Client Associate
Senior Client Associate
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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