Position:
Wealth Management Advisor - Vice President Investments at Merrill Lynch Global Wealth Management
Work:
Merrill Lynch Global Wealth Management
since 2000
Wealth Management Advisor - Vice President Investments
Education:
Pennsylvania State University
Skills:
Investments, Equities, Wealth Management, Series 7, Portfolio Management, Fixed Income, Financial Modeling, Retirement Planning, Financial Analysis, Strategic Financial Planning, Investment Banking, Derivatives, Series 66, CFP®, CRPC®, Investment Advisory, Asset Allocation, Risk Management, Financial Advisory, Series 63, Mutual Funds, Wealth Management Services, Retirement, Hedge Funds, IRAs, Estate Planning, Securities, Asset Managment, ETFs, Investment Management, Loans, Financial Services, Alternative Investments, Investment Strategies, Fixed Annuities, Bonds, Wealth, Certified Financial Planner, Pensions, Credit, Banking, 401k Rollovers, Saving for Education, Financial Planners, Life Insurance, Finance, 401k, Personal Financial Planning, Roth IRA, Insurance
Interests:
History, Travel, Food and Wine, Music, Art, Hiking, Swimming, Pittsburgh Sports, Spending Time with Family
Awards:
America's Top Financial Planners 2009
Consumers' Research Council of America
Investment Management
America's Top Financial Planners 2010
Consumers' Research Council of America
Investment Management
America's Top Financial Planners 2011
Consumers' Research Council of America
Investment Management
America's Top Financial Planners 2012
Consumers' Research Council of America
Investment Management
Merrill Lynch Executive's Club 2011
Merrill Lynch Global Wealth Management
Excellence in Wealth Management
Merrill Lynch Executive's Club 2012
Merrill Lynch Global Wealth Management
Excellence in Wealth Management
Merrill Lynch Team Captain 2001
Washington, DC Office
Merrill Lynch Team Captain 2002
Washington, DC Office
Merrill Lynch Team Captain 2003
Washington, DC Office
Merrill Lynch Team Captain 2004
Washington, DC Office
Merrill Lynch Team Captain 2005
Washington, DC Office
Merrill Lynch Team Captain 2006
Washington, DC Office
Merrill Lynch Team Captain 2007
Washington, DC Office
Certifications:
Certified Financial Planner™, CFP®
Chartered Retirement Planning Counselor™, CRPC®