As a Financial Consultant at Equitable Advisors, I am dedicated to helping my clients build a secure financial future. To do it right takes commitment, experience and training.
I joined Equitable in 2001 after a long and successful career with some of the most prestigious firms on Wall Street. At Salomon Brothers and at Deutsche Bank, I was a senior equity research analyst. I spent years guiding and advising money managers from the world's largest investment houses on stock selection and investment strategies within my specialty area -- the energy industry. Prior to going to the "Street", I worked for fifteen years as a manager and an economist with two Fortune 500 Energy companies.
Training and education are also critically important. In addition to a Masters from Duke and an MBA from the University of Houston, I have my Series 7, 63 and 65 registrations from the FINRA. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.
What this means for my clients is that I have the experience and background needed to help them through the tough decisions – the ones that affect their financial security, their retirement, their children’s' education and their legacy.
California Insurance License #: 0J12618
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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