Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
Languages: English
I provide wealth management solutions to families, professional executives and business owners. Together with my team, I help clients address their biggest concerns, including:
- preserving their wealth
- risk management
- mitigating taxes
- taking care of their heirs
- wealth transfer
- charitable giving
- employee benefits and retention services
- retirement planning strategies
- estate strategies
- business continuation strategies
My attention to detail, good listening skills and great empathy are symbols of my appreciation for clients. I am effectively supported by a team of administration, group benefits and investment specialists whose teamwork and professionalism help me build long-lasting relationships with my growing client base and provide an extraordinary service experience.
To learn more about how I may be able to help, please call me at 212-560-4435.
I am licensed to sell insurance in CT, FL, MA, MD, NJ and NY and securities in NY and NJ. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member (www.sipc.org). Supervisory address: 277 Park Ave., 44th Fl, NY, NY 10172. 212-578-0300.
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Fortis Lux Financial
Main Office
277 Park Avenue 41st & 44th Floor
New York, NY 10172-0003